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

Western Wealth 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	$12.4M	Sell	184,170 -32,268	-15%	-$2.08M	0.41%	44
2026 Q1	$12.8M	Buy	216,438 +34,458	+19%	+$2.1M	0.49%	35
2025 Q4	$10.5M	Sell	181,980 -8,335	-4%	-$479K	0.49%	36
2025 Q3	$10.9M	Sell	190,315 -809	-0.4%	-$45.6K	0.57%	31
2025 Q2	$10.4M	Buy	191,124 +26	+0%	+$1.34K	0.62%	29
2025 Q1	$9.78M	Sell	191,098 -38,853	-17%	-$2.12M	0.65%	31
2024 Q4	$12.6M	Buy	229,951 +12,038	+6%	+$677K	0.67%	30
2024 Q3	$11.9M	Buy	217,913 +20,137	+10%	+$1.06M	0.68%	29
2024 Q2	$10.1M	Buy	197,776 +725	+0.4%	+$37.4K	0.75%	26
2024 Q1	$10.5M	Sell	197,051 -17,647	-8%	-$878K	0.82%	24
2023 Q4	$10.5M	Buy	214,698 +19,588	+10%	+$873K	0.75%	25
2023 Q3	$8.54M	Buy	195,110 +19,063	+11%	+$876K	0.72%	26
2023 Q2	$8.08M	Buy	176,047 +22,465	+15%	+$981K	0.69%	26
2023 Q1	$6.75M	Buy	153,582 +1,091	+0.7%	+$48.8K	0.63%	28
2022 Q4	$6.48M	Sell	152,491 -137,212	-47%	-$5.83M	0.66%	28
2022 Q3	$11.2M	Buy	289,703 +61,781	+27%	+$2.62M	0.64%	29
2022 Q2	$9.05M	Buy	227,922 +11,460	+5%	+$497K	0.52%	36
2022 Q1	$10.2M	Buy	216,462 +117,986	+120%	+$5.52M	0.5%	34
2021 Q4	$4.9M	Buy	+98,476	New	+$4.81M	0.48%	40
2021 Q2	$3.69M	Buy	78,289 +36,537	+88%	+$1.73M	0.38%	55
2021 Q1	$1.91M	Buy	41,752 +19,827	+90%	+$870K	0.26%	90
2020 Q4	$886K	Buy	21,925 +7,002	+47%	+$260K	0.13%	174
2020 Q3	$487K	Buy	+14,923	New	+$490K	0.08%	240

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 22.96% 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

Western Wealth Management's SPMD Position: Q2 2026 in Review

Western Wealth Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 15% in Q2 2026, selling an estimated $2.08M and leaving 184,170 shares worth $12.4M. The position accounts for 0.41% of the portfolio, ranked #44.

Western Wealth Management first reported a position in SPMD in Q3 2020 and has held it in 23 quarters since. The position peaked at $12.8M in Q1 2026. 842 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Western Wealth Management held 184,170 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $12.4M as of Q2 2026.
Western Wealth Management sold 32,268 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $2.08M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.41% of Western Wealth Management's portfolio in Q2 2026, its #44 holding.
Western Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2020 and has held it in 23 quarters since.
Western Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $12.8M in Q1 2026.
842 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.