Warren Street Wealth Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Warren Street Wealth 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	$11.7M	Buy	172,640 +3,998	+2%	+$257K	2.6%	8
2026 Q1	$9.99M	Sell	168,642 -3,497	-2%	-$213K	2.54%	9
2025 Q4	$9.97M	Buy	172,139 +2,199	+1%	+$126K	2.85%	9
2025 Q3	$9.72M	Buy	169,940 +24,272	+17%	+$1.37M	2.9%	8
2025 Q2	$7.92M	Buy	145,668 +12,936	+10%	+$666K	2.61%	7
2025 Q1	$6.79M	Buy	132,732 +6,290	+5%	+$343K	2.64%	8
2024 Q4	$6.92M	Buy	126,442 +3,714	+3%	+$209K	2.83%	7
2024 Q3	$6.71M	Buy	122,728 +3,861	+3%	+$204K	2.77%	7
2024 Q2	$6.1M	Buy	118,867 +3,713	+3%	+$192K	3.03%	7
2024 Q1	$6.14M	Buy	115,154 +3,853	+3%	+$192K	3.04%	8
2023 Q4	$5.42M	Buy	111,301 +4,294	+4%	+$191K	3.08%	8
2023 Q3	$4.69M	Buy	107,007 +1,183	+1%	+$54.4K	3.1%	7
2023 Q2	$4.86M	Buy	105,824 +903	+0.9%	+$39.5K	3.2%	7
2023 Q1	$4.61M	Buy	104,921 +2,852	+3%	+$128K	3.28%	7
2022 Q4	$4.34M	Buy	102,069 +5,998	+6%	+$255K	3.48%	7
2022 Q3	$3.7M	Buy	96,071 +3,124	+3%	+$132K	3.73%	8
2022 Q2	$3.69M	Buy	92,947 +4,353	+5%	+$189K	3.56%	7
2022 Q1	$4.18M	Buy	88,594 +2,051	+2%	+$95.9K	3.65%	7
2021 Q4	$4.3M	Buy	+86,543	New	+$4.23M	3.98%	9

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

Warren Street Wealth Advisors's SPMD Position: Q2 2026 in Review

Warren Street Wealth Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.4% in Q2 2026, buying an estimated $257K and bringing the position to 172,640 shares worth $11.7M. The position accounts for 2.6% of the portfolio, ranked #8.

Warren Street Wealth Advisors first reported a position in SPMD in Q4 2021 and has held it in 19 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Warren Street Wealth Advisors held 172,640 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $11.7M as of Q2 2026.
Warren Street Wealth Advisors bought 3,998 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $257K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 2.6% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #8 holding.
Warren Street Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and has held it in 19 quarters since.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.