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

Worth Asset 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	$1.51M	Sell	22,292 -58	-0.3%	-$3.73K	0.48%	46
2026 Q1	$1.32M	Buy	+22,350	New	+$1.36M	0.49%	52
2025 Q4	–	Sell	-6,641	Closed	-$380K	–	180
2025 Q3	$380K	Buy	6,641 +1,969	+42%	+$111K	0.17%	93
2025 Q2	$254K	Buy	+4,672	New	+$241K	0.13%	121
2024 Q3	–	Sell	-13,807	Closed	-$708K	–	165
2024 Q2	$708K	Buy	13,807 +180	+1%	+$9.29K	0.42%	50
2024 Q1	$727K	Buy	+13,627	New	+$678K	0.45%	45

Other funds holding SPMD

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

MSA

Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Worth Asset Management's SPMD Position: Q2 2026 in Review

Worth Asset Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.26% in Q2 2026, selling an estimated $3.73K and leaving 22,292 shares worth $1.51M. The position accounts for 0.48% of the portfolio, ranked #46.

Worth Asset Management first reported a position in SPMD in Q1 2024 and has held it in 6 quarters since. 176 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Worth Asset Management held 22,292 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.51M as of Q2 2026.
Worth Asset Management sold 58 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $3.73K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.48% of Worth Asset Management's portfolio in Q2 2026, its #46 holding.
Worth Asset Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2024 and has held it in 6 quarters since.
176 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.