WFAG
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Worth Financial Advisory Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Worth Financial Advisory 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 		$1M Buy
14,858
+7,080
+91% +$456K 0.42% 61
2026
Q1 		$9.54M Sell
7,778
-7,586
-49% -$462K 4.17% 7
2025
Q4 		$890K Buy
15,364
+163
+1% +$9.36K 0.43% 58
2025
Q3 		$869K Buy
15,201
+1,440
+10% +$81.1K 0.49% 46
2025
Q2 		$748K Buy
13,761
+131
+1% +$6.75K 0.46% 50
2025
Q1 		$698K Sell
13,630
-2,582
-16% -$141K 0.44% 56
2024
Q4 		$887K Sell
16,212
-240
-1% -$13.5K 0.55% 47
2024
Q3 		$900K Buy
16,452
+1,342
+9% +$71K 0.53% 48
2024
Q2 		$775K Buy
15,110
+1,036
+7% +$53.5K 0.51% 47
2024
Q1 		$751K Buy
14,074
+2,932
+26% +$146K 0.52% 50
2023
Q4 		$543K Buy
11,142
+425
+4% +$18.9K 0.43% 65
2023
Q3 		$469K Buy
10,717
+708
+7% +$32.5K 0.42% 64
2023
Q2 		$459K Buy
10,009
+188
+2% +$8.21K 0.43% 67
2023
Q1 		$432K Buy
9,821
+22
+0.2% +$985 0.41% 66
2022
Q4 		$416K Buy
+9,799
New +$416K 0.48% 58

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 22.96% 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

Worth Financial Advisory Group's SPMD Position: Q2 2026 in Review

Worth Financial Advisory Group increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 91% in Q2 2026, buying an estimated $456K and bringing the position to 14,858 shares worth $1M. The position accounts for 0.42% of the portfolio, ranked #61.

Worth Financial Advisory Group first reported a position in SPMD in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.54M in Q1 2026. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Worth Financial Advisory Group held 14,858 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1M as of Q2 2026.
  • Worth Financial Advisory Group bought 7,080 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $456K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.42% of Worth Financial Advisory Group's portfolio in Q2 2026, its #61 holding.
  • Worth Financial Advisory Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Worth Financial Advisory Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $9.54M in Q1 2026.
  • 840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.