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

Wealth Enhancement Trust 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 		$1.97M Sell
29,160
-271
-0.9% -$17.4K 0.22% 98
2026
Q1 		$1.74M Sell
29,431
-10,181
-26% -$620K 0.21% 98
2025
Q4 		$2.29M Buy
+39,612
New +$2.28M 0.29% 68

Other funds holding SPMD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AG
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.11B AUM 12.31% 1-Year Est. Return

Wealth Enhancement Trust Services's SPMD Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.92% in Q2 2026, selling an estimated $17.4K and leaving 29,160 shares worth $1.97M. The position accounts for 0.22% of the portfolio, ranked #98.

Wealth Enhancement Trust Services first reported a position in SPMD in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.29M in Q4 2025. 693 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Wealth Enhancement Trust Services held 29,160 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.97M as of Q2 2026.
  • Wealth Enhancement Trust Services sold 271 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $17.4K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.22% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #98 holding.
  • Wealth Enhancement Trust Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.29M in Q4 2025.
  • 693 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 Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.