World Equity Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

World Equity Group’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	$346K	Buy	+5,116	New	+$329K	0.08%	286
2022 Q2	–	Sell	-30,513	Closed	-$1.44M	–	396
2022 Q1	$1.44M	Buy	+30,513	New	+$1.43M	0.31%	89

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

World Equity Group's SPMD Position: Q2 2026 in Review

World Equity Group opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026: 5,116 shares worth $346K. The stake represents 0.08% of the portfolio and ranks #286 among its holdings. This is a return to the name: World Equity Group previously reported a position in SPMD as recently as Q1 2022.

World Equity Group first reported a position in SPMD in Q1 2022 and has held it in 2 quarters since. The position peaked at $1.44M in Q1 2022. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

World Equity Group held 5,116 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $346K as of Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new World Equity Group position in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.08% of World Equity Group's portfolio in Q2 2026, its #286 holding.
World Equity Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2022 and has held it in 2 quarters since.
World Equity Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.44M in Q1 2022.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.