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

Westside Investment 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	$261K	Hold	3,868	–	–	0.03%	276
2026 Q1	$231K	Sell	3,868 -3,153	-45%	-$192K	0.04%	281
2025 Q4	$412K	Sell	7,021 -174	-2%	-$9.99K	0.07%	195
2025 Q3	$413K	Buy	7,195 +6,610	+1,130%	+$372K	0.07%	200
2025 Q2	$31.8K	Hold	585	–	–	0.01%	547
2025 Q1	$29.9K	Sell	585 -59	-9%	-$3.22K	0.01%	487
2024 Q4	$35.2K	Hold	644	–	–	0.01%	464
2024 Q3	$35.2K	Hold	644	–	–	0.01%	456
2024 Q2	$33K	Hold	644	–	–	0.01%	451
2024 Q1	$34.4K	Hold	644	–	–	0.01%	436
2023 Q4	$31.4K	Hold	644	–	–	0.01%	427
2023 Q3	$28.2K	Hold	644	–	–	0.01%	434
2023 Q2	$29.6K	Sell	644 -183	-22%	-$8K	0.01%	437
2023 Q1	$36.3K	Hold	827	–	–	0.01%	399
2022 Q4	$35	Hold	827	–	–	﹤0.01%	453
2022 Q3	$31	Hold	827	–	–	﹤0.01%	454
2022 Q2	$32	Hold	827	–	–	﹤0.01%	457
2022 Q1	$39	Hold	827	–	–	﹤0.01%	444
2021 Q4	$41	Hold	827	–	–	﹤0.01%	417
2021 Q3	$38	Buy	827 +283	+52%	+$13.4K	﹤0.01%	412
2021 Q2	$25	Buy	+544	New	+$25.8K	﹤0.01%	455

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

Westside Investment Management's SPMD Position: Q2 2026 in Review

Westside Investment Management held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 3,868 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #276.

Westside Investment Management first reported a position in SPMD in Q2 2021 and has held it in 21 quarters since. The position peaked at $413K in Q3 2025. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Westside Investment Management held 3,868 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $261K as of Q2 2026.
Westside Investment Management 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 0.03% of Westside Investment Management's portfolio in Q2 2026, its #276 holding.
Westside Investment Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2021 and has held it in 21 quarters since.
Westside Investment Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $413K in Q3 2025.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.