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

Wealthcare Capital Management’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	$2.66M	Buy	39,302 +824	+2%	+$53K	0.25%	26
2026 Q1	$2.28M	Buy	38,478 +178	+0.5%	+$10.8K	0.23%	27
2025 Q4	$2.22M	Buy	38,300 +6,914	+22%	+$397K	0.22%	24
2025 Q3	$1.79M	Buy	31,386 +5,016	+19%	+$283K	0.18%	25
2025 Q2	$1.43M	Sell	26,370 -2,035	-7%	-$105K	0.15%	26
2025 Q1	$1.45M	Sell	28,405 -2,794	-9%	-$152K	0.15%	28
2024 Q4	$1.71M	Buy	31,199 +8,429	+37%	+$474K	0.17%	26
2024 Q3	$1.25M	Buy	22,770 +5,786	+34%	+$306K	0.12%	29
2024 Q2	$871K	Buy	16,984 +11,053	+186%	+$570K	0.09%	38
2024 Q1	$316K	Sell	5,931 -1,353	-19%	-$67.3K	0.04%	67
2023 Q4	$355K	Buy	+7,284	New	+$325K	0.04%	60

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

Wealthcare Capital Management's SPMD Position: Q2 2026 in Review

Wealthcare Capital Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.1% in Q2 2026, buying an estimated $53K and bringing the position to 39,302 shares worth $2.66M. The position accounts for 0.25% of the portfolio, ranked #26.

Wealthcare Capital Management first reported a position in SPMD in Q4 2023 and has held it in 11 quarters since. 842 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Wealthcare Capital Management held 39,302 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.66M as of Q2 2026.
Wealthcare Capital Management bought 824 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $53K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.25% of Wealthcare Capital Management's portfolio in Q2 2026, its #26 holding.
Wealthcare Capital Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 11 quarters since.
842 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

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