1620 Investment Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

1620 Investment Advisors’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	$7.09K	Hold	105	–	–	﹤0.01%	526
2026 Q1	$6.22K	Buy	105 +27	+35%	+$1.64K	﹤0.01%	514
2025 Q4	$4.52K	Hold	78	–	–	﹤0.01%	529
2025 Q3	$4.46K	Buy	78 +3	+4%	+$169	﹤0.01%	524
2025 Q2	$4.08K	Buy	+75	New	+$3.86K	﹤0.01%	547

Other funds holding SPMD

WAP

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

CWM

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

AOI

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

MMA

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

FFA

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

HWA

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

1620 Investment Advisors's SPMD Position: Q2 2026 in Review

1620 Investment Advisors held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 105 shares worth $7.09K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

1620 Investment Advisors first reported a position in SPMD in Q2 2025 and has held it in 5 quarters since. 215 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

1620 Investment Advisors held 105 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $7.09K as of Q2 2026.
1620 Investment Advisors left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #526 holding.
1620 Investment Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2025 and has held it in 5 quarters since.
215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.