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

WorthPointe’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	$864K	Sell	12,793 -361	-3%	-$23.2K	0.22%	58
2026 Q1	$779K	Sell	13,154 -2,205	-14%	-$134K	0.21%	61
2025 Q4	$889K	Sell	15,359 -28	-0.2%	-$1.61K	0.23%	64
2025 Q3	$880K	Buy	15,387 +620	+4%	+$34.9K	0.33%	42
2025 Q2	$803K	Buy	14,767 +6,708	+83%	+$345K	0.34%	36
2025 Q1	$412K	Buy	8,059 +1,388	+21%	+$75.7K	0.18%	51
2024 Q4	$365K	Buy	+6,671	New	+$375K	0.15%	64

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

WorthPointe's SPMD Position: Q2 2026 in Review

WorthPointe reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.7% in Q2 2026, selling an estimated $23.2K and leaving 12,793 shares worth $864K. The position accounts for 0.22% of the portfolio, ranked #58.

WorthPointe first reported a position in SPMD in Q4 2024 and has held it in 7 quarters since. The position peaked at $889K in Q4 2025. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

WorthPointe held 12,793 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $864K as of Q2 2026.
WorthPointe sold 361 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $23.2K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.22% of WorthPointe's portfolio in Q2 2026, its #58 holding.
WorthPointe first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and has held it in 7 quarters since.
WorthPointe's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $889K in Q4 2025.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on WorthPointe's 13F filing for Q2 2026, filed 31 Jul 2026.