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

Wealth Advisory Solutions’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	$6.32M	Buy	93,474 +4,143	+5%	+$267K	1.3%	18
2026 Q1	$5.29M	Buy	89,331 +6,559	+8%	+$399K	1.18%	23
2025 Q4	$4.79M	Buy	82,772 +2,742	+3%	+$158K	1.12%	20
2025 Q3	$4.58M	Buy	80,030 +8,226	+11%	+$463K	1.11%	23
2025 Q2	$3.9M	Buy	71,804 +4,036	+6%	+$208K	0.99%	29
2025 Q1	$3.47M	Buy	67,768 +10,092	+17%	+$550K	0.92%	34
2024 Q4	$3.15M	Buy	57,676 +8,111	+16%	+$456K	0.88%	31
2024 Q3	$2.71M	Buy	49,565 +3,436	+7%	+$182K	0.75%	39
2024 Q2	$2.37M	Buy	46,129 +961	+2%	+$49.6K	0.64%	39
2024 Q1	$2.41M	Buy	+45,168	New	+$2.25M	0.62%	42
2023 Q4	–	Sell	-42,793	Closed	-$1.87M	–	107
2023 Q3	$1.87M	Buy	42,793 +191	+0.4%	+$8.78K	0.37%	52
2023 Q2	$1.96M	Buy	42,602 +1,565	+4%	+$68.4K	0.52%	49
2023 Q1	$1.8M	Buy	41,037 +1,412	+4%	+$63.2K	0.48%	54
2022 Q4	$1.68M	Buy	39,625 +624	+2%	+$26.5K	0.45%	59
2022 Q3	$1.5M	Buy	39,001 +4,201	+12%	+$178K	0.42%	63
2022 Q2	$1.38M	Buy	34,800 +1,428	+4%	+$61.9K	0.34%	73
2022 Q1	$1.57M	Buy	+33,372	New	+$1.56M	0.33%	73
2021 Q3	$1.17M	Sell	25,280 -5,771	-19%	-$273K	0.26%	80
2021 Q2	$1.47M	Buy	31,051 +128	+0.4%	+$6.07K	0.35%	72
2021 Q1	$1M	Sell	30,923 -1,006	-3%	-$44.2K	0.21%	103
2020 Q4	$1.29M	Sell	31,929 -49	-0.2%	-$1.82K	0.35%	63
2020 Q3	$1.04M	Buy	31,978 +91	+0.3%	+$2.99K	0.28%	82
2020 Q2	$996K	Sell	31,887 -1,100	-3%	-$32.1K	0.28%	85
2020 Q1	$833K	Buy	32,987 +10,983	+50%	+$359K	0.28%	81
2019 Q4	$797K	Buy	+22,004	New	+$767K	0.21%	93

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

Wealth Advisory Solutions's SPMD Position: Q2 2026 in Review

Wealth Advisory Solutions increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4.6% in Q2 2026, buying an estimated $267K and bringing the position to 93,474 shares worth $6.32M. The position accounts for 1.3% of the portfolio, ranked #18.

Wealth Advisory Solutions first reported a position in SPMD in Q4 2019 and has held it in 25 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Wealth Advisory Solutions held 93,474 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $6.32M as of Q2 2026.
Wealth Advisory Solutions bought 4,143 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $267K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.3% of Wealth Advisory Solutions's portfolio in Q2 2026, its #18 holding.
Wealth Advisory Solutions first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2019 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 Wealth Advisory Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.