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

Waller Financial Planning 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 		$10.2M Sell
151,413
-17,594
-10% -$1.13M 2.11% 14
2026
Q1 		$10M Sell
169,007
-29,516
-15% -$1.8M 2.21% 14
2025
Q4 		$11.5M Sell
198,523
-481,323
-71% -$27.6M 2.55% 12
2025
Q3 		$38.9M Buy
679,846
+11,554
+2% +$651K 8.92% 3
2025
Q2 		$36.3M Buy
668,292
+104,707
+19% +$5.39M 8.78% 3
2025
Q1 		$28.8M Sell
563,585
-119,026
-17% -$6.49M 8.1% 3
2024
Q4 		$37.3M Sell
682,611
-1,496
-0.2% -$84.2K 9.41% 2
2024
Q3 		$37.4M Buy
684,107
+1,520
+0.2% +$80.4K 9.27% 1
2024
Q2 		$35M Buy
682,587
+1,159
+0.2% +$59.8K 9.41% 1
2024
Q1 		$36.3M Sell
681,428
-12,090
-2% -$601K 9.68% 1
2023
Q4 		$33.8M Buy
693,518
+8,156
+1% +$363K 8.88% 3
2023
Q3 		$30M Sell
685,362
-5,485
-0.8% -$252K 8.73% 2
2023
Q2 		$31.7M Sell
690,847
-2,257
-0.3% -$98.6K 8.74% 2
2023
Q1 		$30.5M Sell
693,104
-107,782
-13% -$4.82M 8.63% 2
2022
Q4 		$34M Buy
800,886
+7,922
+1% +$336K 9.88% 2
2022
Q3 		$30.6M Buy
792,964
+5,272
+0.7% +$224K 9.35% 3
2022
Q2 		$31.3M Sell
787,692
-20,178
-2% -$875K 9.15% 3
2022
Q1 		$38.1M Buy
807,870
+21,185
+3% +$991K 10.09% 4
2021
Q4 		$39.1M Buy
786,685
+12,516
+2% +$611K 9.8% 4
2021
Q3 		$35.7M Buy
774,169
+18,722
+2% +$884K 9.5% 5
2021
Q2 		$35.7M Buy
755,447
+12,588
+2% +$597K 9.56% 5
2021
Q1 		$34M Sell
742,859
-5,894
-0.8% -$259K 9.77% 4
2020
Q4 		$30.3M Buy
748,753
+97,454
+15% +$3.61M 9.43% 5
2020
Q3 		$21.3M Buy
651,299
+14,879
+2% +$489K 7.79% 5
2020
Q2 		$19.9M Buy
636,420
+63,311
+11% +$1.85M 7.75% 6
2020
Q1 		$14.5M Buy
573,109
+57,647
+11% +$1.89M 7.57% 4
2019
Q4 		$18.7M Buy
515,462
+12,857
+3% +$448K 9.36% 2
2019
Q3 		$17.4M Buy
502,605
+13,494
+3% +$455K 9.23% 2
2019
Q2 		$16.6M Buy
489,111
+35,454
+8% +$1.19M 9.23% 2
2019
Q1 		$15.7M Buy
453,657
+29,336
+7% +$959K 9.05% 2
2018
Q4 		$12.5M Buy
+424,321
New +$13.8M 8.63% 2

Other funds holding SPMD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Waller Financial Planning Group's SPMD Position: Q2 2026 in Review

Waller Financial Planning Group reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 10% in Q2 2026, selling an estimated $1.13M and leaving 151,413 shares worth $10.2M. The position accounts for 2.11% of the portfolio, ranked #14.

Waller Financial Planning Group first reported a position in SPMD in Q4 2018 and has held it in 31 quarters since. The position peaked at $39.1M in Q4 2021. 565 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Waller Financial Planning Group held 151,413 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $10.2M as of Q2 2026.
  • Waller Financial Planning Group sold 17,594 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $1.13M.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 2.11% of Waller Financial Planning Group's portfolio in Q2 2026, its #14 holding.
  • Waller Financial Planning Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • Waller Financial Planning Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $39.1M in Q4 2021.
  • 565 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.