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

Vertex Planning 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	$769K	Buy	11,385 +5,683	+100%	+$366K	0.11%	74
2026 Q1	$338K	Hold	5,702	–	–	0.07%	103
2025 Q4	$330K	Sell	5,702 -224	-4%	-$12.9K	0.08%	99
2025 Q3	$339K	Hold	5,926	–	–	0.07%	148
2025 Q2	$322K	Buy	5,926 +253	+4%	+$13K	0.07%	144
2025 Q1	$290K	Sell	5,673 -13	-0.2%	-$709	0.06%	144
2024 Q4	$311K	Sell	5,686 -350	-6%	-$19.7K	0.07%	143
2024 Q3	$330K	Sell	6,036 -996	-14%	-$52.7K	0.08%	121
2024 Q2	$361K	Sell	7,032 -50,955	-88%	-$2.63M	0.09%	109
2024 Q1	$3.09M	Sell	57,987 -955	-2%	-$47.5K	0.86%	20
2023 Q4	$2.87M	Buy	58,942 +13,324	+29%	+$594K	0.85%	18
2023 Q3	$2M	Buy	45,618 +9,732	+27%	+$447K	0.69%	21
2023 Q2	$1.65M	Sell	35,886 -346	-1%	-$15.1K	0.56%	27
2023 Q1	$1.59M	Sell	36,232 -6,125	-14%	-$274K	0.6%	27
2022 Q4	$1.8M	Buy	+42,357	New	+$1.8M	0.7%	21

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

Vertex Planning Partners's SPMD Position: Q2 2026 in Review

Vertex Planning Partners increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 100% in Q2 2026, buying an estimated $366K and bringing the position to 11,385 shares worth $769K. The position accounts for 0.11% of the portfolio, ranked #74.

Vertex Planning Partners first reported a position in SPMD in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.09M in Q1 2024. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Vertex Planning Partners held 11,385 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $769K as of Q2 2026.
Vertex Planning Partners bought 5,683 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $366K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.11% of Vertex Planning Partners's portfolio in Q2 2026, its #74 holding.
Vertex Planning Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2022 and has held it in 15 quarters since.
Vertex Planning Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $3.09M in Q1 2024.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.