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VestGen Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

VestGen Advisors’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 		$356K Sell
5,274
-148
-3% -$9.52K 0.01% 780
2026
Q1 		$349K Buy
5,422
+368
+7% +$22.4K 0.01% 790
2025
Q4 		$293K Sell
5,054
-8,655
-63% -$497K 0.01% 607
2025
Q3 		$784K Sell
13,709
-2,759
-17% -$155K 0.03% 404
2025
Q2 		$901K Sell
16,468
-871
-5% -$44.9K 0.04% 343
2025
Q1 		$887K Buy
+17,339
New +$945K 0.04% 321

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

VestGen Advisors's SPMD Position: Q2 2026 in Review

VestGen Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.7% in Q2 2026, selling an estimated $9.52K and leaving 5,274 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #780.

VestGen Advisors first reported a position in SPMD in Q1 2025 and has held it in 6 quarters since. The position peaked at $901K in Q2 2025. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • VestGen Advisors held 5,274 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $356K as of Q2 2026.
  • VestGen Advisors sold 148 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $9.52K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #780 holding.
  • VestGen Advisors 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.
  • VestGen Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $901K in Q2 2025.
  • 844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.