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

Wealth Enhancement Advisory Services’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	$22.6M	Sell	498,535 -11,587	-2%	-$745K	0.04%	406
2026 Q1	$24.6M	Buy	510,122 +46,290	+10%	+$2.82M	0.05%	332
2025 Q4	$28M	Sell	463,832 -11,031	-2%	-$634K	0.04%	386
2025 Q3	$27.1M	Sell	474,863 -198,801	-30%	-$11.2M	0.04%	369
2025 Q2	$37.7M	Sell	673,664 -165,460	-20%	-$8.52M	0.06%	276
2025 Q1	$42.9M	Buy	839,124 +20,288	+2%	+$1.11M	0.08%	233
2024 Q4	$44.8M	Buy	818,836 +391,509	+92%	+$22M	0.09%	219
2024 Q3	$23.4M	Buy	427,327 +2,764	+0.7%	+$146K	0.05%	324
2024 Q2	$21.8M	Sell	424,563 -5,900	-1%	-$304K	0.05%	313
2024 Q1	$23M	Buy	430,463 +20,583	+5%	+$1.02M	0.06%	294
2023 Q4	$20M	Buy	409,880 +43,646	+12%	+$1.94M	0.06%	298
2023 Q3	$16M	Buy	+366,234	New	+$16.8M	0.05%	318

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 Enhancement Advisory Services's SPMD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.3% in Q2 2026, selling an estimated $745K and leaving 498,535 shares worth $22.6M. The position accounts for 0.04% of the portfolio, ranked #406.

Wealth Enhancement Advisory Services first reported a position in SPMD in Q3 2023 and has held it in 12 quarters since. The position peaked at $44.8M in Q4 2024. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Wealth Enhancement Advisory Services held 498,535 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $22.6M as of Q2 2026.
Wealth Enhancement Advisory Services sold 11,587 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $745K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #406 holding.
Wealth Enhancement Advisory Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $44.8M in Q4 2024.
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 Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.