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

Vestment 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	$244K	Hold	3,679	–	–	0.11%	40
2026 Q1	$237K	Hold	3,679	–	–	0.11%	40
2025 Q4	$223K	Hold	3,679	–	–	0.12%	42
2025 Q3	$211K	Hold	3,679	–	–	0.12%	39
2025 Q2	$203K	Buy	+3,679	New	+$189K	0.13%	39
2025 Q1	–	Sell	-3,679	Closed	-$202K	–	40
2024 Q4	$202K	Buy	+3,679	New	+$207K	0.15%	37

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

Vestment Financial's SPMD Position: Q2 2026 in Review

Vestment Financial held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 3,679 shares worth $244K. The position accounts for 0.11% of the portfolio, ranked #40.

Vestment Financial first reported a position in SPMD in Q4 2024 and has held it in 6 quarters since. 408 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Vestment Financial held 3,679 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $244K as of Q2 2026.
Vestment Financial left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.11% of Vestment Financial's portfolio in Q2 2026, its #40 holding.
Vestment Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and has held it in 6 quarters since.
408 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Vestment Financial's 13F filing for Q2 2026, filed 24 Jul 2026.