WIM
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WealthPlan Investment Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

WealthPlan Investment 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 		$1.17M Buy
17,272
+6
+0% +$386 0.06% 220
2026
Q1 		$1.02M Buy
17,266
+5,050
+41% +$307K 0.06% 214
2025
Q4 		$707K Sell
12,216
-199
-2% -$11.4K 0.05% 220
2025
Q3 		$710K Sell
12,415
-305
-2% -$17.2K 0.05% 201
2025
Q2 		$692K Sell
12,720
-522
-4% -$26.9K 0.05% 211
2025
Q1 		$678K Sell
13,242
-95
-0.7% -$5.18K 0.07% 153
2024
Q4 		$729K Buy
+13,337
New +$751K 0.07% 144
2023
Q1 		– Sell
-21,717
Closed -$1.02M – 557
2022
Q4 		$1.02M Sell
21,717
-2,603
-11% -$111K 0.07% 174
2022
Q3 		$1.06M Buy
+24,320
New +$1.03M 0.08% 162
2022
Q1 		$1.02M Buy
+23,283
New +$1.09M 0.07% 168

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
GT
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

WealthPlan Investment Management's SPMD Position: Q2 2026 in Review

WealthPlan Investment Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.03% in Q2 2026, buying an estimated $386 and bringing the position to 17,272 shares worth $1.17M. The position accounts for 0.06% of the portfolio, ranked #220.

WealthPlan Investment Management first reported a position in SPMD in Q1 2022 and has held it in 10 quarters since. 338 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • WealthPlan Investment Management held 17,272 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.17M as of Q2 2026.
  • WealthPlan Investment Management bought 6 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $386.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.06% of WealthPlan Investment Management's portfolio in Q2 2026, its #220 holding.
  • WealthPlan Investment Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2022 and has held it in 10 quarters since.
  • 338 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.