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Valtinson Bruner Financial Planning’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Valtinson Bruner Financial Planning’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 		$475K Sell
7,038
-244
-3% -$15.7K 0.12% 95
2026
Q1 		$431K Buy
7,282
+300
+4% +$18.3K 0.12% 94
2025
Q4 		$404K Sell
6,982
-327
-4% -$18.8K 0.12% 95
2025
Q3 		$418K Sell
7,309
-71
-1% -$4K 0.12% 94
2025
Q2 		$401K Sell
7,380
-380
-5% -$19.6K 0.13% 90
2025
Q1 		$397K Buy
7,760
+218
+3% +$11.9K 0.13% 83
2024
Q4 		$412K Sell
7,542
-228
-3% -$12.8K 0.14% 93
2024
Q3 		$425K Sell
7,770
-32
-0.4% -$1.69K 0.15% 92
2024
Q2 		$400K Sell
7,802
-293
-4% -$15.1K 0.16% 91
2024
Q1 		$432K Sell
8,095
-62
-0.8% -$3.08K 0.18% 82
2023
Q4 		$397K Sell
8,157
-123
-1% -$5.48K 0.2% 84
2023
Q3 		$363K Sell
8,280
-46
-0.6% -$2.12K 0.2% 86
2023
Q2 		$382K Sell
8,326
-254
-3% -$11.1K 0.21% 84
2023
Q1 		$377K Sell
8,580
-406
-5% -$18.2K 0.22% 84
2022
Q4 		$400K Sell
8,986
-225
-2% -$9.55K 0.23% 79
2022
Q3 		$355K Sell
9,211
-179
-2% -$7.59K 0.22% 73
2022
Q2 		$373K Sell
9,390
-169
-2% -$7.33K 0.23% 66
2022
Q1 		$440K Sell
9,559
-292
-3% -$13.7K 0.25% 67
2021
Q4 		$490K Sell
9,851
-108
-1% -$5.28K 0.27% 63
2021
Q3 		$485K Sell
9,959
-59
-0.6% -$2.79K 0.27% 59
2021
Q2 		$467K Sell
10,018
-224
-2% -$10.6K 0.27% 60
2021
Q1 		$485K Sell
10,242
-1,154
-10% -$50.6K 0.29% 53
2020
Q4 		$484K Sell
11,396
-319
-3% -$11.8K 0.3% 51
2020
Q3 		$398K Sell
11,715
-2,361
-17% -$77.6K 0.28% 55
2020
Q2 		$479K Sell
14,076
-6,892
-33% -$201K 0.34% 52
2020
Q1 		$586K Sell
20,968
-3,920
-16% -$128K 0.47% 36
2019
Q4 		$899K Sell
24,888
-474
-2% -$16.5K 0.65% 30
2019
Q3 		$851K Buy
+25,362
New +$855K 0.69% 29

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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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

Valtinson Bruner Financial Planning's SPMD Position: Q2 2026 in Review

Valtinson Bruner Financial Planning reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3.4% in Q2 2026, selling an estimated $15.7K and leaving 7,038 shares worth $475K. The position accounts for 0.12% of the portfolio, ranked #95.

Valtinson Bruner Financial Planning first reported a position in SPMD in Q3 2019 and has held it in 28 quarters since. The position peaked at $899K in Q4 2019. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Valtinson Bruner Financial Planning held 7,038 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $475K as of Q2 2026.
  • Valtinson Bruner Financial Planning sold 244 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $15.7K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.12% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #95 holding.
  • Valtinson Bruner Financial Planning first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2019 and has held it in 28 quarters since.
  • Valtinson Bruner Financial Planning's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $899K in Q4 2019.
  • 840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.