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

Wedmont Private Capital’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 		$1.47M Hold
22,104
– – 0.04% 254
2026
Q1 		$1.37M Sell
22,104
-82
-0.4% -$4.99K 0.04% 242
2025
Q4 		$1.33M Sell
22,186
-294
-1% -$16.9K 0.05% 228
2025
Q3 		$1.28M Buy
22,480
+377
+2% +$21.2K 0.05% 223
2025
Q2 		$1.23M Hold
22,103
– – 0.05% 219
2025
Q1 		$1.05M Sell
22,103
-609
-3% -$33.2K 0.05% 218
2024
Q4 		$1.23M Buy
22,712
+1,122
+5% +$63.1K 0.07% 181
2024
Q3 		$1.17M Sell
21,590
-19,004
-47% -$1M 0.07% 178
2024
Q2 		$2.15M Hold
40,594
– – 0.14% 94
2024
Q1 		$2.14M Hold
40,594
– – 0.16% 86
2023
Q4 		$1.95M Buy
40,594
+18,781
+86% +$837K 0.16% 85
2023
Q3 		$945K Hold
21,813
– – 0.1% 136
2023
Q2 		$1.02M Sell
21,813
-236
-1% -$10.3K 0.11% 122
2023
Q1 		$956K Hold
22,049
– – 0.13% 115
2022
Q4 		$961K Sell
22,049
-230
-1% -$9.76K 0.14% 111
2022
Q3 		$859K Hold
22,279
– – 0.17% 95
2022
Q2 		$884K Hold
22,279
– – 0.19% 78
2022
Q1 		$1.05M Hold
22,279
– – 0.24% 72
2021
Q4 		$1.09M Buy
+22,279
New +$1.09M 0.34% 55

Other funds holding SPMD

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

Wedmont Private Capital's SPMD Position: Q2 2026 in Review

Wedmont Private Capital held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 22,104 shares worth $1.47M. The position accounts for 0.04% of the portfolio, ranked #254.

Wedmont Private Capital first reported a position in SPMD in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.15M in Q2 2024. 528 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Wedmont Private Capital held 22,104 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.47M as of Q2 2026.
  • Wedmont Private Capital left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.04% of Wedmont Private Capital's portfolio in Q2 2026, its #254 holding.
  • Wedmont Private Capital first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Wedmont Private Capital's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.15M in Q2 2024.
  • 528 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.