VisionPoint Advisory Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

VisionPoint Advisory Group’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	$1.1M	Sell	16,278 -45	-0.3%	-$2.9K	0.18%	131
2026 Q1	$967K	Buy	16,323 +1,300	+9%	+$79.1K	0.18%	123
2025 Q4	$870K	Buy	15,023 +290	+2%	+$16.7K	0.17%	130
2025 Q3	$843K	Sell	14,733 -863	-6%	-$48.6K	0.17%	136
2025 Q2	$848K	Buy	+15,596	New	+$803K	0.18%	126
2025 Q1	–	Sell	-1,272	Closed	-$69.4K	–	294
2024 Q4	$69.4K	Buy	+1,272	New	+$71.6K	0.02%	261
2024 Q3	–	Sell	-1,331	Closed	-$68.3K	–	701
2024 Q2	$68.3K	Sell	1,331 -169	-11%	-$8.72K	0.02%	243
2024 Q1	$80K	Sell	1,500 -11	-0.7%	-$547	0.03%	227
2023 Q4	$73.6K	Buy	1,511 +443	+41%	+$19.7K	0.03%	209
2023 Q3	$46.8K	Sell	1,068 -844	-44%	-$38.8K	0.02%	252
2023 Q2	$87.7K	Buy	+1,912	New	+$83.5K	0.04%	181

Other funds holding SPMD

WAP

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

MSA

Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

VisionPoint Advisory Group's SPMD Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.28% in Q2 2026, selling an estimated $2.9K and leaving 16,278 shares worth $1.1M. The position accounts for 0.18% of the portfolio, ranked #131.

VisionPoint Advisory Group first reported a position in SPMD in Q2 2023 and has held it in 11 quarters since. 145 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

VisionPoint Advisory Group held 16,278 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.1M as of Q2 2026.
VisionPoint Advisory Group sold 45 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $2.9K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.18% of VisionPoint Advisory Group's portfolio in Q2 2026, its #131 holding.
VisionPoint Advisory Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2023 and has held it in 11 quarters since.
145 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.