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

Walsh & Associates’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 		$67.9K Buy
1,006
+50
+5% +$3.22K 0.06% 103
2026
Q1 		$56.6K Buy
956
+50
+6% +$3.04K 0.06% 104
2025
Q4 		$52.4K Buy
+906
New +$52K 0.05% 106

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

Walsh & Associates's SPMD Position: Q2 2026 in Review

Walsh & Associates increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 5.2% in Q2 2026, buying an estimated $3.22K and bringing the position to 1,006 shares worth $67.9K. The position accounts for 0.06% of the portfolio, ranked #103.

Walsh & Associates first reported a position in SPMD in Q4 2025 and has held it in 3 quarters since. 838 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Walsh & Associates held 1,006 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $67.9K as of Q2 2026.
  • Walsh & Associates bought 50 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $3.22K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.06% of Walsh & Associates's portfolio in Q2 2026, its #103 holding.
  • Walsh & Associates first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 838 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.