MWML
SPMD icon

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

Morrissey Wealth Management, LLC’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 		$9.37M Buy
+145,749
New +$9.38M 5.9% 8

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Morrissey Wealth Management, LLC's SPMD Position: Q2 2026 in Review

Morrissey Wealth Management, LLC opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026: 145,749 shares worth $9.37M. The stake represents 5.9% of the portfolio and ranks #8 among its holdings.

846 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Morrissey Wealth Management, LLC held 145,749 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $9.37M as of Q2 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Morrissey Wealth Management, LLC position in Q2 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 5.9% of Morrissey Wealth Management, LLC's portfolio in Q2 2026, its #8 holding.
  • 846 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Morrissey Wealth Management, LLC's 13F filing for Q2 2026, filed 5 Oct 2026.