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

XY Planning Network’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	$11.8M	Sell	174,104 -5,170	-3%	-$333K	1.48%	12
2026 Q1	$10.7M	Buy	179,274 +11,997	+7%	+$730K	1.71%	10
2025 Q4	$9.69M	Buy	167,277 +84,684	+103%	+$4.86M	1.69%	12
2025 Q3	$4.49M	Hold	82,593	–	–	1.53%	16
2025 Q2	$4.49M	Buy	82,593 +40,740	+97%	+$2.1M	1.53%	16
2025 Q1	$2.14M	Buy	+41,853	New	+$2.28M	1.43%	17

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

XY Planning Network's SPMD Position: Q2 2026 in Review

XY Planning Network reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.9% in Q2 2026, selling an estimated $333K and leaving 174,104 shares worth $11.8M. The position accounts for 1.48% of the portfolio, ranked #12.

XY Planning Network first reported a position in SPMD in Q1 2025 and has held it in 6 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

XY Planning Network held 174,104 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $11.8M as of Q2 2026.
XY Planning Network sold 5,170 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $333K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.48% of XY Planning Network's portfolio in Q2 2026, its #12 holding.
XY Planning Network first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2025 and has held it in 6 quarters since.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.