Values Added Financial’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Values Added Financial’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	$452K	Sell	6,696 -73	-1%	-$4.7K	0.16%	89
2026 Q1	$401K	Buy	6,769 +651	+11%	+$39.6K	0.17%	84
2025 Q4	$354K	Hold	6,118	–	–	0.15%	90
2025 Q3	$350K	Sell	6,118 -2	-0%	-$113	0.16%	92
2025 Q2	$333K	Buy	6,120 +2,064	+51%	+$106K	0.16%	93
2025 Q1	$208K	Buy	+4,056	New	+$221K	0.12%	114

Other funds holding SPMD

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Values Added Financial's SPMD Position: Q2 2026 in Review

Values Added Financial reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.1% in Q2 2026, selling an estimated $4.7K and leaving 6,696 shares worth $452K. The position accounts for 0.16% of the portfolio, ranked #89.

Values Added Financial first reported a position in SPMD in Q1 2025 and has held it in 6 quarters since. 356 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Values Added Financial held 6,696 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $452K as of Q2 2026.
Values Added Financial sold 73 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $4.7K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.16% of Values Added Financial's portfolio in Q2 2026, its #89 holding.
Values Added Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2025 and has held it in 6 quarters since.
356 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.