WP
SPMD icon

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

WealthShield 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 		– Sell
-1,251
Closed -$74.1K – 577
2026
Q1 		$74.1K Buy
1,251
+4
+0.3% +$243 0.01% 426
2025
Q4 		$72.2K Buy
1,247
+4
+0.3% +$230 0.01% 418
2025
Q3 		$71.1K Buy
1,243
+4
+0.3% +$225 0.01% 418
2025
Q2 		$67.4K Buy
1,239
+5
+0.4% +$258 0.01% 412
2025
Q1 		$63.1K Buy
1,234
+4
+0.3% +$218 0.01% 405
2024
Q4 		$67.2K Buy
1,230
+5
+0.4% +$281 0.01% 369
2024
Q3 		$67K Buy
1,225
+5
+0.4% +$264 0.01% 376
2024
Q2 		$62.6K Buy
1,220
+4
+0.3% +$206 0.01% 348
2024
Q1 		$64.8K Sell
1,216
-61
-5% -$3.03K 0.01% 343
2023
Q4 		$62.2K Buy
1,277
+5
+0.4% +$223 0.01% 349
2023
Q3 		$55.7K Sell
1,272
-195
-13% -$8.96K 0.01% 368
2023
Q2 		$67.3K Buy
1,467
+5
+0.3% +$218 0.01% 361
2023
Q1 		$64.2K Buy
+1,462
New +$65.4K 0.01% 364
2021
Q3 		– Sell
-2,467
Closed -$116K – 670
2021
Q2 		$116K Buy
2,467
+6
+0.2% +$285 0.02% 339
2021
Q1 		$113K Buy
+2,461
New +$108K 0.02% 321
2020
Q4 		– Sell
-2,611
Closed -$85K – 404
2020
Q3 		$85K Buy
2,611
+4
+0.2% +$131 0.03% 278
2020
Q2 		$81K Sell
2,607
-329
-11% -$9.61K 0.04% 232
2020
Q1 		$74K Sell
2,936
-1,713
-37% -$56K 0.05% 180
2019
Q4 		$168K Sell
4,649
-986
-17% -$34.4K 0.08% 183
2019
Q3 		$191K Buy
5,635
+3,938
+232% +$133K 0.1% 166
2019
Q2 		$58K Sell
1,697
-3,251
-66% -$109K 0.03% 174
2019
Q1 		$165K Buy
4,948
+5
+0.1% +$163 0.09% 154
2018
Q4 		$145K Buy
4,943
+1,609
+48% +$52.4K 0.1% 132
2018
Q3 		$121K Buy
3,334
+841
+34% +$30.4K 0.07% 141
2018
Q2 		$87K Buy
2,493
+2,228
+841% +$76.6K 0.05% 142
2018
Q1 		$9K Buy
+265
New +$8.93K 0.01% 198

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
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

WealthShield Partners's SPMD Position: Q2 2026 in Review

WealthShield Partners sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026, closing a stake of 1,251 shares — an estimated $74.1K sold.

WealthShield Partners first reported a position in SPMD in Q1 2018 and held it in 26 quarters. The position peaked at $191K in Q3 2019. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • WealthShield Partners reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 1,251 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $74.1K.
  • WealthShield Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2018 and held it in 26 quarters.
  • WealthShield Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $191K in Q3 2019.
  • 844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.