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

Walkner Condon Financial 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	$3.7M	Buy	54,824 +2,183	+4%	+$140K	0.43%	49
2026 Q1	$3.12M	Buy	52,641 +2,346	+5%	+$143K	0.41%	55
2025 Q4	$2.91M	Buy	50,295 +1,012	+2%	+$58.1K	0.4%	56
2025 Q3	$2.82M	Buy	49,283 +1,858	+4%	+$105K	0.45%	51
2025 Q2	$2.58M	Sell	47,425 -4,601	-9%	-$237K	0.47%	51
2025 Q1	$2.66M	Sell	52,026 -63,108	-55%	-$3.44M	0.54%	47
2024 Q4	$6.3M	Buy	115,134 +1,814	+2%	+$102K	1.28%	20
2024 Q3	$6.2M	Buy	113,320 +4,222	+4%	+$223K	1.26%	20
2024 Q2	$5.59M	Buy	109,098 +915	+0.8%	+$47.2K	1.21%	23
2024 Q1	$5.77M	Buy	108,183 +4,815	+5%	+$239K	1.22%	21
2023 Q4	$5.04M	Buy	103,368 +13,042	+14%	+$581K	1.15%	24
2023 Q3	$3.96M	Buy	90,326 +592	+0.7%	+$27.2K	1.05%	28
2023 Q2	$4.12M	Buy	89,734 +849	+1%	+$37.1K	1.09%	26
2023 Q1	$3.9M	Sell	88,885 -966	-1%	-$43.2K	1.09%	26
2022 Q4	$3.82M	Sell	89,851 -283	-0.3%	-$12K	1.14%	25
2022 Q3	$3.48M	Buy	90,134 +2,294	+3%	+$97.3K	1.12%	24
2022 Q2	$3.49M	Buy	87,840 +1,912	+2%	+$82.9K	1.09%	25
2022 Q1	$4.05M	Buy	85,928 +80,447	+1,468%	+$3.76M	1.15%	23
2021 Q4	$273K	Buy	+5,481	New	+$268K	0.18%	104
2021 Q2	–	Sell	-50,842	Closed	-$2.33M	–	182
2021 Q1	$2.33M	Buy	50,842 +2,108	+4%	+$92.5K	0.9%	32
2020 Q4	$1.97M	Buy	48,734 +68	+0.1%	+$2.52K	0.85%	29
2020 Q3	$1.59M	Buy	48,666 +1,470	+3%	+$48.3K	0.85%	29
2020 Q2	$1.48M	Sell	47,196 -8,470	-15%	-$247K	1.3%	16
2020 Q1	$1.41M	Buy	55,666 +15,431	+38%	+$505K	1.51%	14
2019 Q4	$1.46M	Buy	+40,235	New	+$1.4M	1.41%	16

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

Walkner Condon Financial Advisors's SPMD Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4.1% in Q2 2026, buying an estimated $140K and bringing the position to 54,824 shares worth $3.7M. The position accounts for 0.43% of the portfolio, ranked #49.

Walkner Condon Financial Advisors first reported a position in SPMD in Q4 2019 and has held it in 25 quarters since. The position peaked at $6.3M in Q4 2024. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Walkner Condon Financial Advisors held 54,824 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.7M as of Q2 2026.
Walkner Condon Financial Advisors bought 2,183 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $140K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.43% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #49 holding.
Walkner Condon Financial Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2019 and has held it in 25 quarters since.
Walkner Condon Financial Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $6.3M in Q4 2024.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.