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

Wealthcare Capital 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	$3.38M	Buy	49,981 +368	+0.7%	+$23.7K	1.4%	13
2026 Q1	$2.94M	Buy	49,613 +4,077	+9%	+$248K	1.38%	13
2025 Q4	$2.64M	Buy	45,536 +3,540	+8%	+$203K	1.24%	13
2025 Q3	$2.4M	Buy	41,996 +729	+2%	+$41.1K	1.1%	18
2025 Q2	$2.24M	Buy	41,267 +1,933	+5%	+$99.6K	1.13%	16
2025 Q1	$2.01M	Buy	39,334 +3,612	+10%	+$197K	1.04%	18
2024 Q4	$1.95M	Buy	+35,722	New	+$2.01M	1.02%	22

Other funds holding SPMD

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

AOI

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Wealthcare Capital Partners increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.74% in Q2 2026, buying an estimated $23.7K and bringing the position to 49,981 shares worth $3.38M. The position accounts for 1.4% of the portfolio, ranked #13.

Wealthcare Capital Partners first reported a position in SPMD in Q4 2024 and has held it in 7 quarters since. 408 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Wealthcare Capital Partners held 49,981 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.38M as of Q2 2026.
Wealthcare Capital Partners bought 368 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $23.7K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.4% of Wealthcare Capital Partners's portfolio in Q2 2026, its #13 holding.
Wealthcare Capital Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and has held it in 7 quarters since.
408 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 Partners's 13F filing for Q2 2026, filed 9 Jul 2026.