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

Advisors Capital Management’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	$362K	Sell	5,359 -32	-0.6%	-$2.06K	﹤0.01%	489
2026 Q1	$319K	Sell	5,391 -396	-7%	-$24.1K	﹤0.01%	472
2025 Q4	$335K	Sell	5,787 -14	-0.2%	-$804	﹤0.01%	475
2025 Q3	$332K	Buy	+5,801	New	+$327K	﹤0.01%	460
2021 Q4	–	Sell	-19,717	Closed	-$910K	–	439
2021 Q3	$910K	Buy	+19,717	New	+$931K	0.03%	254
2013 Q4	–	Sell	-9,831	Closed	-$273K	–	162
2013 Q3	$273K	Buy	9,831 +138	+1%	+$3.72K	0.06%	136
2013 Q2	$246K	Buy	+9,693	New	+$246K	0.06%	152

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

Advisors Capital Management's SPMD Position: Q2 2026 in Review

Advisors Capital Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.59% in Q2 2026, selling an estimated $2.06K and leaving 5,359 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Advisors Capital Management first reported a position in SPMD in Q2 2013 and has held it in 7 quarters since. The position peaked at $910K in Q3 2021. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Advisors Capital Management held 5,359 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $362K as of Q2 2026.
Advisors Capital Management sold 32 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $2.06K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Advisors Capital Management's portfolio in Q2 2026, its #489 holding.
Advisors Capital Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2013 and has held it in 7 quarters since.
Advisors Capital Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $910K in Q3 2021.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.