VA
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Valmark Advisers’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Valmark Advisers’s Portfolio SPMD Stock Details SPMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$480M Sell
7,099,453
-115,834
-2% -$7.45M 5.09% 4
2026
Q1 		$427M Buy
7,215,287
+173,551
+2% +$10.6M 5.08% 4
2025
Q4 		$408M Buy
7,041,736
+204,651
+3% +$11.8M 5.03% 4
2025
Q3 		$391M Buy
6,837,085
+193,168
+3% +$10.9M 5.05% 4
2025
Q2 		$361M Buy
6,643,917
+274,765
+4% +$14.2M 5.03% 4
2025
Q1 		$326M Buy
6,369,152
+373,475
+6% +$20.4M 4.92% 4
2024
Q4 		$328M Buy
5,995,677
+136,738
+2% +$7.7M 5.08% 4
2024
Q3 		$320M Buy
5,858,939
+154,374
+3% +$8.16M 5.01% 4
2024
Q2 		$293M Buy
5,704,565
+22,363
+0.4% +$1.15M 4.97% 4
2024
Q1 		$303M Buy
5,682,202
+65,310
+1% +$3.25M 5.27% 4
2023
Q4 		$274M Buy
5,616,892
+63,568
+1% +$2.83M 5.12% 4
2023
Q3 		$243M Buy
5,553,324
+94,664
+2% +$4.35M 5.05% 4
2023
Q2 		$250M Buy
5,458,660
+209,856
+4% +$9.17M 5.1% 4
2023
Q1 		$231M Buy
5,248,804
+181,437
+4% +$8.12M 4.97% 5
2022
Q4 		$215M Sell
5,067,367
-2,141,115
-30% -$90.9M 4.97% 5
2022
Q3 		$278M Buy
7,208,482
+44,780
+0.6% +$1.9M 5.59% 5
2022
Q2 		$284M Buy
7,163,702
+410,982
+6% +$17.8M 5.52% 5
2022
Q1 		$318M Buy
6,752,720
+34,492
+0.5% +$1.61M 5.61% 4
2021
Q4 		$334M Sell
6,718,228
-10,822
-0.2% -$529K 5.76% 4
2021
Q3 		$311M Buy
6,729,050
+56,360
+0.8% +$2.66M 5.69% 4
2021
Q2 		$315M Sell
6,672,690
-128,926
-2% -$6.12M 5.77% 4
2021
Q1 		$311M Sell
6,801,616
-376,963
-5% -$16.5M 6% 3
2020
Q4 		$290M Sell
7,178,579
-737,844
-9% -$27.4M 5.9% 3
2020
Q3 		$258M Sell
7,916,423
-277,911
-3% -$9.13M 5.87% 4
2020
Q2 		$256M Buy
8,194,334
+1,952,228
+31% +$57M 6.02% 5
2020
Q1 		$158M Buy
+6,242,106
New +$204M 4.13% 9

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Valmark Advisers's SPMD Position: Q2 2026 in Review

Valmark Advisers reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.6% in Q2 2026, selling an estimated $7.45M and leaving 7,099,453 shares worth $480M. The position accounts for 5.09% of the portfolio, ranked #4.

Valmark Advisers first reported a position in SPMD in Q1 2020 and has held it in 26 quarters since. 842 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Valmark Advisers held 7,099,453 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $480M as of Q2 2026.
  • Valmark Advisers sold 115,834 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $7.45M.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 5.09% of Valmark Advisers's portfolio in Q2 2026, its #4 holding.
  • Valmark Advisers first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • 842 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.