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

WCG 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	$1.64M	Sell	24,302 -1,368	-5%	-$88K	0.04%	331
2026 Q1	$1.52M	Buy	25,670 +134	+0.5%	+$8.16K	0.04%	309
2025 Q4	$1.48M	Sell	25,536 -693	-3%	-$39.8K	0.04%	297
2025 Q3	$1.5M	Buy	26,229 +4,393	+20%	+$247K	0.09%	184
2025 Q2	$1.19M	Buy	+21,836	New	+$1.12M	0.08%	206
2024 Q2	–	Sell	-20,212	Closed	-$1.08M	–	301
2024 Q1	$1.08M	Sell	20,212 -1,770	-8%	-$88K	0.09%	177
2023 Q4	$1.07M	Sell	21,982 -7,983	-27%	-$356K	0.08%	194
2023 Q3	$1.31M	Buy	29,965 +12,483	+71%	+$574K	0.1%	169
2023 Q2	$802K	Buy	17,482 +876	+5%	+$38.3K	0.09%	122
2023 Q1	$730K	Buy	+16,606	New	+$743K	0.09%	126

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 22.9% 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

WCG Wealth Advisors's SPMD Position: Q2 2026 in Review

WCG Wealth Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 5.3% in Q2 2026, selling an estimated $88K and leaving 24,302 shares worth $1.64M. The position accounts for 0.04% of the portfolio, ranked #331.

WCG Wealth Advisors first reported a position in SPMD in Q1 2023 and has held it in 10 quarters since. 846 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

WCG Wealth Advisors held 24,302 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.64M as of Q2 2026.
WCG Wealth Advisors sold 1,368 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $88K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.04% of WCG Wealth Advisors's portfolio in Q2 2026, its #331 holding.
WCG Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2023 and has held it in 10 quarters since.
846 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.