Planning Strategies Inc.’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Planning Strategies Inc.’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	$406K	Buy	+6,010	New	+$387K	0.25%	46

Other funds holding SPMD

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

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

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

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

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Planning Strategies Inc.'s SPMD Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026: 6,010 shares worth $406K. The stake represents 0.25% of the portfolio and ranks #46 among its holdings.

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

Planning Strategies Inc. held 6,010 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $406K as of Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Planning Strategies Inc. position in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.25% of Planning Strategies Inc.'s portfolio in Q2 2026, its #46 holding.
338 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.