Wealthspire Advisors (New York)’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Wealthspire Advisors (New York)’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	$9.75M	Sell	144,356 -6,772	-4%	-$436K	0.05%	180
2026 Q1	$8.95M	Sell	151,128 -4,633	-3%	-$282K	0.07%	121
2025 Q4	$9.02M	Sell	155,761 -8,157	-5%	-$469K	0.07%	123
2025 Q3	$9.37M	Sell	163,918 -4,100	-2%	-$231K	0.05%	120
2025 Q2	$9.14M	Buy	168,018 +4,251	+3%	+$219K	0.05%	126
2025 Q1	$8.38M	Sell	163,767 -1,316	-0.8%	-$71.7K	0.05%	128
2024 Q4	$9.03M	Sell	165,083 -9,675	-6%	-$544K	0.09%	109
2024 Q3	$9.56M	Sell	174,758 -13,926	-7%	-$736K	0.1%	108
2024 Q2	$9.68M	Sell	188,684 -8,240	-4%	-$425K	0.12%	83
2024 Q1	$10.5M	Sell	196,924 -10,200	-5%	-$507K	0.14%	69
2023 Q4	$10.1M	Sell	207,124 -11,053	-5%	-$492K	0.14%	72
2023 Q3	$9.55M	Sell	218,177 -6,171	-3%	-$284K	0.16%	64
2023 Q2	$10.3M	Sell	224,348 -3,571	-2%	-$156K	0.17%	66
2023 Q1	$10M	Buy	227,919 +164	+0.1%	+$7.34K	0.17%	66
2022 Q4	$9.68M	Sell	227,755 -531	-0.2%	-$22.5K	0.18%	68
2022 Q3	$8.8M	Buy	228,286 +2,161	+1%	+$91.6K	0.18%	70
2022 Q2	$8.97M	Buy	+226,125	New	+$9.81M	0.19%	63
2021 Q4	–	Sell	-239,087	Closed	-$11M	–	618
2021 Q3	$11M	Buy	+239,087	New	+$11.3M	0.23%	49

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 22.9% 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

Wealthspire Advisors (New York)'s SPMD Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4.5% in Q2 2026, selling an estimated $436K and leaving 144,356 shares worth $9.75M. The position accounts for 0.05% of the portfolio, ranked #180.

Wealthspire Advisors (New York) first reported a position in SPMD in Q3 2021 and has held it in 18 quarters since. The position peaked at $11M in Q3 2021. 846 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Wealthspire Advisors (New York) held 144,356 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $9.75M as of Q2 2026.
Wealthspire Advisors (New York) sold 6,772 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $436K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.05% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #180 holding.
Wealthspire Advisors (New York) first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2021 and has held it in 18 quarters since.
Wealthspire Advisors (New York)'s State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $11M in Q3 2021.
846 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.