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

AlTi Global’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	$189M	Sell	2,803,253 -20,206	-0.7%	-$1.3M	3.91%	4
2026 Q1	$167M	Sell	2,823,459 -162,085	-5%	-$9.87M	3.64%	4
2025 Q4	$173M	Sell	2,985,544 -130,506	-4%	-$7.5M	3.71%	5
2025 Q3	$178M	Sell	3,116,050 -586,063	-16%	-$33M	4.18%	4
2025 Q2	$201M	Sell	3,702,113 -1,634,852	-31%	-$84.2M	5.05%	4
2025 Q1	$273M	Sell	5,336,965 -53,432	-1%	-$2.91M	7.16%	4
2024 Q4	$295M	Sell	5,390,397 -193,275	-3%	-$10.9M	7.11%	4
2024 Q3	$305M	Sell	5,583,672 -219,804	-4%	-$11.6M	7.34%	4
2024 Q2	$298M	Sell	5,803,476 -7,728	-0.1%	-$399K	7.99%	3
2024 Q1	$310M	Sell	5,811,204 -46,856	-0.8%	-$2.33M	8.62%	3
2023 Q4	$285M	Buy	+5,858,060	New	+$261M	8.73%	3

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AlTi Global's SPMD Position: Q2 2026 in Review

AlTi Global reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.72% in Q2 2026, selling an estimated $1.3M and leaving 2,803,253 shares worth $189M. The position accounts for 3.91% of the portfolio, ranked #4.

AlTi Global first reported a position in SPMD in Q4 2023 and has held it in 11 quarters since. The position peaked at $310M in Q1 2024. 842 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

AlTi Global held 2,803,253 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $189M as of Q2 2026.
AlTi Global sold 20,206 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $1.3M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 3.91% of AlTi Global's portfolio in Q2 2026, its #4 holding.
AlTi Global 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.
AlTi Global's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $310M in Q1 2024.
842 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.