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

Zhang Financial’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	$11.5M	Sell	170,413 -1,506	-0.9%	-$96.9K	0.34%	52
2026 Q1	$10.2M	Sell	171,919 -4,332	-2%	-$264K	0.35%	48
2025 Q4	$10.2M	Buy	176,251 +3,179	+2%	+$183K	0.38%	45
2025 Q3	$9.9M	Buy	173,072 +20,005	+13%	+$1.13M	0.4%	44
2025 Q2	$8.32M	Buy	153,067 +10,489	+7%	+$540K	0.38%	44
2025 Q1	$7.3M	Buy	142,578 +27,083	+23%	+$1.48M	0.39%	43
2024 Q4	$6.32M	Buy	115,495 +22,228	+24%	+$1.25M	0.36%	42
2024 Q3	$5.1M	Buy	93,267 +27,321	+41%	+$1.44M	0.32%	43
2024 Q2	$3.38M	Buy	65,946 +15,741	+31%	+$812K	0.24%	58
2024 Q1	$2.68M	Buy	50,205 +14,351	+40%	+$714K	0.2%	67
2023 Q4	$1.75M	Buy	+35,854	New	+$1.6M	0.15%	84

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

Zhang Financial's SPMD Position: Q2 2026 in Review

Zhang Financial reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.88% in Q2 2026, selling an estimated $96.9K and leaving 170,413 shares worth $11.5M. The position accounts for 0.34% of the portfolio, ranked #52.

Zhang Financial first reported a position in SPMD in Q4 2023 and has held it in 11 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Zhang Financial held 170,413 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $11.5M as of Q2 2026.
Zhang Financial sold 1,506 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $96.9K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.34% of Zhang Financial's portfolio in Q2 2026, its #52 holding.
Zhang Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 11 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 Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.