WFA of San Diego’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

WFA of San Diego’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	$211K	Sell	3,073 -1,090	-26%	-$70.1K	0.17%	91
2026 Q1	$247K	Hold	4,163	–	–	0.2%	82
2025 Q4	$241K	Sell	4,163 -13	-0.3%	-$747	0.18%	85
2025 Q3	$239K	Hold	4,176	–	–	0.16%	91
2025 Q2	$227K	Buy	+4,176	New	+$215K	0.17%	88
2024 Q3	$303K	Hold	5,538	–	–	0.26%	76
2024 Q2	$284K	Buy	+5,538	New	+$286K	0.25%	76
2023 Q3	$275K	Sell	6,282 -400	-6%	-$18.4K	0.28%	69
2023 Q2	$307K	Sell	6,682 -1,758	-21%	-$76.8K	0.3%	63
2023 Q1	$371K	Sell	8,440 -1,609	-16%	-$72K	0.39%	52
2022 Q4	$427K	Sell	10,049 -46	-0.5%	-$1.95K	0.33%	62
2022 Q3	$389K	Sell	10,095 -71	-0.7%	-$3.01K	0.35%	59
2022 Q2	$403K	Sell	10,166 -200	-2%	-$8.68K	0.35%	56
2022 Q1	$489K	Sell	10,366 -424	-4%	-$19.8K	0.37%	56
2021 Q4	$537K	Sell	10,790 -82	-0.8%	-$4.01K	0.31%	69
2021 Q3	$502K	Sell	10,872 -100	-0.9%	-$4.72K	0.35%	58
2021 Q2	$518K	Sell	10,972 -185	-2%	-$8.78K	0.4%	51
2021 Q1	$511K	Sell	11,157 -372	-3%	-$16.3K	0.42%	48
2020 Q4	$40K	Sell	11,529 -5,390	-32%	-$200K	0.01%	78
2020 Q3	$552K	Buy	16,919 +2,645	+19%	+$86.9K	0.52%	44
2020 Q2	$446K	Buy	+14,274	New	+$417K	0.1%	167

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

WFA of San Diego's SPMD Position: Q2 2026 in Review

WFA of San Diego reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 26% in Q2 2026, selling an estimated $70.1K and leaving 3,073 shares worth $211K. The position accounts for 0.17% of the portfolio, ranked #91.

WFA of San Diego first reported a position in SPMD in Q2 2020 and has held it in 21 quarters since. The position peaked at $552K in Q3 2020. 846 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

WFA of San Diego held 3,073 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $211K as of Q2 2026.
WFA of San Diego sold 1,090 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $70.1K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.17% of WFA of San Diego's portfolio in Q2 2026, its #91 holding.
WFA of San Diego first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2020 and has held it in 21 quarters since.
WFA of San Diego's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $552K in Q3 2020.
846 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.