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

WBH Advisory’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	$14.2M	Sell	210,799 -1,069	-0.5%	-$68.8K	0.96%	31
2026 Q1	$12.6M	Buy	211,868 +2,370	+1%	+$144K	0.95%	31
2025 Q4	$12.1M	Sell	209,498 -1,027	-0.5%	-$59K	0.9%	31
2025 Q3	$12M	Buy	210,525 +2,834	+1%	+$160K	0.92%	30
2025 Q2	$11.3M	Sell	207,691 -2,461	-1%	-$127K	0.96%	28
2025 Q1	$10.8M	Buy	210,152 +4,133	+2%	+$225K	1%	30
2024 Q4	$11.3M	Buy	206,019 +5,421	+3%	+$305K	1.05%	28
2024 Q3	$11M	Buy	200,598 +8,336	+4%	+$441K	1.04%	29
2024 Q2	$9.86M	Buy	192,262 +3,897	+2%	+$201K	1%	30
2024 Q1	$10M	Buy	188,365 +5,115	+3%	+$254K	1.03%	29
2023 Q4	$8.93M	Buy	183,250 +10,324	+6%	+$460K	0.99%	29
2023 Q3	$7.57M	Sell	172,926 -2,439	-1%	-$112K	0.93%	31
2023 Q2	$8.05M	Buy	175,365 +12,025	+7%	+$525K	0.95%	31
2023 Q1	$7.18M	Buy	+163,340	New	+$7.31M	0.9%	32
2022 Q3	$5.32M	Buy	137,873 +1,181	+0.9%	+$50.1K	0.77%	37
2022 Q2	$5.49M	Sell	136,692 -16,234	-11%	-$704K	0.73%	41
2022 Q1	$6.88M	Buy	152,926 +8,277	+6%	+$387K	0.84%	39
2021 Q4	$7.2M	Buy	144,649 +12,470	+9%	+$609K	0.82%	31
2021 Q3	$6.1M	Buy	132,179 +2,260	+2%	+$107K	0.82%	29
2021 Q2	$6.09M	Buy	129,919 +12,378	+11%	+$587K	0.89%	29
2021 Q1	$5.38M	Buy	117,541 +8,461	+8%	+$371K	0.87%	31
2020 Q4	$4.72M	Buy	109,080 +13,440	+14%	+$498K	0.81%	33
2020 Q3	$3.12M	Buy	95,640 +5,761	+6%	+$189K	0.63%	39
2020 Q2	$2.81M	Buy	89,879 +11,606	+15%	+$339K	0.68%	39
2020 Q1	$1.98M	Buy	+78,273	New	+$2.56M	0.46%	44

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

WBH Advisory's SPMD Position: Q2 2026 in Review

WBH Advisory reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.5% in Q2 2026, selling an estimated $68.8K and leaving 210,799 shares worth $14.2M. The position accounts for 0.96% of the portfolio, ranked #31.

WBH Advisory first reported a position in SPMD in Q1 2020 and has held it in 25 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

WBH Advisory held 210,799 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $14.2M as of Q2 2026.
WBH Advisory sold 1,069 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $68.8K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.96% of WBH Advisory's portfolio in Q2 2026, its #31 holding.
WBH Advisory first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2020 and has held it in 25 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 WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.