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

Watershed Private Wealth’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	$920K	Sell	13,620 -58	-0.4%	-$3.73K	0.26%	56
2026 Q1	$810K	Sell	13,678 -336	-2%	-$20.5K	0.25%	62
2025 Q4	$812K	Sell	14,014 -4	-0%	-$230	0.24%	63
2025 Q3	$802K	Sell	14,018 -992	-7%	-$55.9K	0.25%	62
2025 Q2	$816K	Sell	15,010 -7,694	-34%	-$396K	0.3%	54
2025 Q1	$1.16M	Sell	22,704 -1,161	-5%	-$63.3K	0.46%	41
2024 Q4	$1.31M	Sell	23,865 -1,620	-6%	-$91.2K	0.51%	38
2024 Q3	$1.39M	Sell	25,485 -951	-4%	-$50.3K	0.56%	35
2024 Q2	$1.36M	Sell	26,436 -879	-3%	-$45.4K	0.58%	35
2024 Q1	$1.46M	Sell	27,315 -24,352	-47%	-$1.21M	0.65%	34
2023 Q4	$2.52M	Sell	51,667 -9,860	-16%	-$439K	1.39%	26
2023 Q3	$2.69M	Sell	61,527 -913	-1%	-$42K	1.66%	23
2023 Q2	$2.87M	Buy	62,440 +1,590	+3%	+$69.5K	1.73%	21
2023 Q1	$2.67M	Buy	60,850 +2,659	+5%	+$119K	1.81%	19
2022 Q4	$2.47M	Buy	+58,191	New	+$2.47M	1.88%	19

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

Watershed Private Wealth's SPMD Position: Q2 2026 in Review

Watershed Private Wealth reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.42% in Q2 2026, selling an estimated $3.73K and leaving 13,620 shares worth $920K. The position accounts for 0.26% of the portfolio, ranked #56.

Watershed Private Wealth first reported a position in SPMD in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.87M in Q2 2023. 838 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Watershed Private Wealth held 13,620 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $920K as of Q2 2026.
Watershed Private Wealth sold 58 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $3.73K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.26% of Watershed Private Wealth's portfolio in Q2 2026, its #56 holding.
Watershed Private Wealth first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2022 and has held it in 15 quarters since.
Watershed Private Wealth's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.87M in Q2 2023.
838 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.