Venture Visionary Partners’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Venture Visionary Partners’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	$17.4M	Sell	257,868 -7,604	-3%	-$489K	0.48%	50
2026 Q1	$15.7M	Buy	265,472 +255,618	+2,594%	+$15.6M	0.52%	43
2025 Q4	$571K	Buy	9,854 +5,787	+142%	+$332K	0.02%	406
2025 Q3	$233K	Buy	4,067 +136	+3%	+$7.66K	0.01%	560
2025 Q2	$214K	Buy	+3,931	New	+$202K	0.01%	558
2025 Q1	–	Sell	-3,802	Closed	-$208K	–	600
2024 Q4	$208K	Sell	3,802 -125	-3%	-$7.04K	0.01%	514
2024 Q3	$215K	Sell	3,927 -11	-0.3%	-$582	0.01%	513
2024 Q2	$202K	Sell	3,938 -50	-1%	-$2.58K	0.01%	531
2024 Q1	$213K	Sell	3,988 -837	-17%	-$41.6K	0.01%	511
2023 Q4	$235K	Buy	+4,825	New	+$215K	0.01%	464
2022 Q3	–	Sell	-1,664	Closed	-$66K	–	1388
2022 Q2	$66K	Buy	+1,664	New	+$72.2K	0.01%	725

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Venture Visionary Partners's SPMD Position: Q2 2026 in Review

Venture Visionary Partners reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.9% in Q2 2026, selling an estimated $489K and leaving 257,868 shares worth $17.4M. The position accounts for 0.48% of the portfolio, ranked #50.

Venture Visionary Partners first reported a position in SPMD in Q2 2022 and has held it in 11 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Venture Visionary Partners held 257,868 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $17.4M as of Q2 2026.
Venture Visionary Partners sold 7,604 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $489K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.48% of Venture Visionary Partners's portfolio in Q2 2026, its #50 holding.
Venture Visionary Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2022 and has held it in 11 quarters since.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.