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

Wealthcare Advisory Partners’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	$83.1M	Buy	1,230,591 +48,386	+4%	+$3.11M	1.58%	7
2026 Q1	$70M	Buy	1,182,205 +67,952	+6%	+$4.14M	1.36%	9
2025 Q4	$64.5M	Buy	1,114,253 +50,917	+5%	+$2.92M	1.27%	13
2025 Q3	$60.8M	Buy	1,063,336 +31,342	+3%	+$1.77M	1.27%	12
2025 Q2	$56.1M	Buy	1,031,994 +94,311	+10%	+$4.86M	1.28%	13
2025 Q1	$48M	Buy	937,683 +44,316	+5%	+$2.42M	1.29%	12
2024 Q4	$48.9M	Buy	893,367 +41,178	+5%	+$2.32M	1.36%	13
2024 Q3	$46.6M	Buy	852,189 +27,559	+3%	+$1.46M	1.33%	14
2024 Q2	$42.3M	Buy	824,630 +106,694	+15%	+$5.51M	1.32%	16
2024 Q1	$38.3M	Buy	717,936 +181,163	+34%	+$9.01M	1.26%	13
2023 Q4	$26.2M	Buy	536,773 +23,141	+5%	+$1.03M	1.04%	19
2023 Q3	$22.5M	Buy	513,632 +34,339	+7%	+$1.58M	1.03%	21
2023 Q2	$22M	Sell	479,293 -119,242	-20%	-$5.21M	0.98%	23
2023 Q1	$26.3M	Buy	598,535 +13,040	+2%	+$584K	1.13%	17
2022 Q4	$24.9M	Buy	585,495 +85,132	+17%	+$3.61M	1.19%	14
2022 Q3	$19.3M	Sell	500,363 -52,377	-9%	-$2.22M	1.1%	18
2022 Q2	$21.9M	Buy	552,740 +148,108	+37%	+$6.42M	1.33%	15
2022 Q1	$19.1M	Buy	404,632 +69,850	+21%	+$3.27M	1.16%	22
2021 Q4	$16.7M	Buy	334,782 +89,072	+36%	+$4.35M	1%	24
2021 Q3	$11.3M	Buy	245,710 +41,273	+20%	+$1.95M	0.74%	28
2021 Q2	$9.65M	Buy	204,437 +109,606	+116%	+$5.2M	0.65%	31
2021 Q1	$4.34M	Buy	94,831 +80,722	+572%	+$3.54M	0.31%	42
2020 Q4	$570K	Buy	+14,109	New	+$523K	0.05%	216
2020 Q2	–	Sell	-274	Closed	-$7K	–	1201
2020 Q1	$7K	Buy	274 +174	+174%	+$5.69K	﹤0.01%	1023
2019 Q4	$4K	Hold	100	–	–	﹤0.01%	1167
2019 Q3	$3K	Sell	100 -1	-1%	-$34	﹤0.01%	1169
2019 Q2	$3K	Buy	101 +1	+1%	+$34	﹤0.01%	1155
2019 Q1	$3K	Hold	100	–	–	﹤0.01%	1061
2018 Q4	$3K	Hold	100	–	–	﹤0.01%	1037
2018 Q3	$4K	Buy	+100	New	+$3.62K	﹤0.01%	1041

Other funds holding SPMD

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

MSA

Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

HSWS

Higgins & Schmidt Wealth Strategies Denver, Colorado $242M AUM 22.87% 1-Year Est. Return

Wealthcare Advisory Partners's SPMD Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4.1% in Q2 2026, buying an estimated $3.11M and bringing the position to 1,230,591 shares worth $83.1M. The position accounts for 1.58% of the portfolio, ranked #7.

Wealthcare Advisory Partners first reported a position in SPMD in Q3 2018 and has held it in 30 quarters since. 145 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Wealthcare Advisory Partners held 1,230,591 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $83.1M as of Q2 2026.
Wealthcare Advisory Partners bought 48,386 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $3.11M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.58% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #7 holding.
Wealthcare Advisory Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2018 and has held it in 30 quarters since.
145 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.