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SPMD icon

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

Aldebaran 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 		$1.09M Buy
16,092
+710
+5% +$45.7K 0.88% 27
2026
Q1 		$911K Sell
15,382
-51
-0.3% -$3.1K 0.87% 28
2025
Q4 		$903K Buy
15,433
+1,053
+7% +$60.5K 0.84% 31
2025
Q3 		$822K Buy
14,380
+625
+5% +$35.2K 0.82% 30
2025
Q2 		$748K Sell
13,755
-50
-0.4% -$2.58K 0.83% 28
2025
Q1 		$707K Buy
13,805
+315
+2% +$17.2K 0.86% 28
2024
Q4 		$736K Sell
13,490
-50
-0.4% -$2.81K 0.86% 30
2024
Q3 		$740K Sell
13,540
-282
-2% -$14.9K 0.87% 33
2024
Q2 		$709K Buy
13,822
+2,364
+21% +$122K 0.93% 28
2024
Q1 		$611K Sell
11,458
-7,900
-41% -$393K 0.86% 32
2023
Q4 		$943K Sell
19,358
-4,606
-19% -$205K 1.39% 21
2023
Q3 		$1.05M Sell
23,964
-148
-0.6% -$6.8K 1.64% 16
2023
Q2 		$1.11M Sell
24,112
-2,298
-9% -$100K 1.5% 18
2023
Q1 		$1.16M Sell
26,410
-876
-3% -$39.2K 1.5% 16
2022
Q4 		$1.16M Sell
27,286
-9,265
-25% -$393K 1.25% 24
2022
Q3 		$1.43M Buy
36,551
+15
+0% +$636 1.57% 18
2022
Q2 		$1.44M Buy
36,536
+3,525
+11% +$153K 1.53% 18
2022
Q1 		$1.56M Sell
33,011
-746
-2% -$34.9K 1.21% 26
2021
Q4 		$1.68M Buy
33,757
+27,077
+405% +$1.32M 1.24% 22
2021
Q3 		$308K Buy
6,680
+5
+0.1% +$236 0.25% 65
2021
Q2 		$318K Buy
6,675
+25
+0.4% +$1.19K 0.26% 67
2021
Q1 		$304K Sell
6,650
-63
-0.9% -$2.77K 0.27% 66
2020
Q4 		$271K Sell
6,713
-650
-9% -$24.1K 0.25% 69
2020
Q3 		$240K Sell
7,363
-263
-3% -$8.64K 0.25% 72
2020
Q2 		$238K Buy
+7,626
New +$223K 0.28% 73

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
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

Aldebaran Financial's SPMD Position: Q2 2026 in Review

Aldebaran Financial increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4.6% in Q2 2026, buying an estimated $45.7K and bringing the position to 16,092 shares worth $1.09M. The position accounts for 0.88% of the portfolio, ranked #27.

Aldebaran Financial first reported a position in SPMD in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.68M in Q4 2021. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Aldebaran Financial held 16,092 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.09M as of Q2 2026.
  • Aldebaran Financial bought 710 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $45.7K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.88% of Aldebaran Financial's portfolio in Q2 2026, its #27 holding.
  • Aldebaran Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • Aldebaran Financial's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.68M in Q4 2021.
  • 844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Aldebaran Financial's 13F filing for Q2 2026, filed 13 Aug 2026.