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

Wealthquest’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	$2.32M	Sell	34,334 -2,292	-6%	-$147K	0.15%	37
2026 Q1	$2.17M	Sell	36,626 -8,359	-19%	-$509K	0.15%	34
2025 Q4	$2.61M	Sell	44,985 -6,283	-12%	-$361K	0.2%	32
2025 Q3	$2.93M	Sell	51,268 -1,239	-2%	-$69.8K	0.23%	27
2025 Q2	$2.86M	Sell	52,507 -21,227	-29%	-$1.09M	0.23%	29
2025 Q1	$3.77M	Sell	73,734 -19,322	-21%	-$1.05M	0.31%	23
2024 Q4	$5.09M	Sell	93,056 -3,422	-4%	-$193K	0.41%	22
2024 Q3	$5.23M	Sell	96,478 -162,689	-63%	-$8.6M	0.46%	22
2024 Q2	$13.3M	Sell	259,167 -21,287	-8%	-$1.1M	1.42%	16
2024 Q1	$15M	Buy	280,454 +4,424	+2%	+$220K	1.6%	16
2023 Q4	$13.4M	Buy	276,030 +26,139	+10%	+$1.16M	1.49%	16
2023 Q3	$10.9M	Buy	249,891 +27,808	+13%	+$1.28M	1.34%	16
2023 Q2	$10.2M	Buy	222,083 +30,295	+16%	+$1.32M	1.22%	18
2023 Q1	$8.43M	Buy	191,788 +23,461	+14%	+$1.05M	1.09%	18
2022 Q4	$7.15M	Buy	168,327 +33,147	+25%	+$1.41M	0.92%	17
2022 Q3	$5.21M	Buy	135,180 +69,606	+106%	+$2.95M	0.73%	20
2022 Q2	$2.6M	Buy	65,574 +33,895	+107%	+$1.47M	0.39%	33
2022 Q1	$1.57M	Hold	31,679	–	–	0.24%	42
2021 Q4	$1.57M	Buy	31,679 +12,644	+66%	+$618K	0.24%	42
2021 Q3	$878K	Buy	19,035 +8,021	+73%	+$379K	0.15%	56
2021 Q2	$519K	Buy	+11,014	New	+$523K	0.09%	77
2019 Q4	$5.04M	Sell	139,230 -14,854	-10%	-$518K	1.44%	12
2019 Q3	$5.22M	Sell	154,084 -10,638	-6%	-$359K	1.75%	11
2019 Q2	$5.61M	Sell	164,722 -3,166	-2%	-$107K	2.12%	10
2019 Q1	$5.59M	Buy	167,888 +13,845	+9%	+$453K	2.11%	8
2018 Q4	$4.53M	Buy	+154,043	New	+$5.02M	1.86%	11

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Wealthquest's SPMD Position: Q2 2026 in Review

Wealthquest reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 6.3% in Q2 2026, selling an estimated $147K and leaving 34,334 shares worth $2.32M. The position accounts for 0.15% of the portfolio, ranked #37.

Wealthquest first reported a position in SPMD in Q4 2018 and has held it in 26 quarters since. The position peaked at $15M in Q1 2024. 291 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Wealthquest held 34,334 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.32M as of Q2 2026.
Wealthquest sold 2,292 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $147K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.15% of Wealthquest's portfolio in Q2 2026, its #37 holding.
Wealthquest first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2018 and has held it in 26 quarters since.
Wealthquest's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $15M in Q1 2024.
291 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.