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

Altrius 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 		$297K Sell
4,402
-125
-3% -$8.04K 0.06% 83
2026
Q1 		$268K Buy
4,527
+229
+5% +$13.9K 0.05% 85
2025
Q4 		$249K Buy
4,298
+255
+6% +$14.6K 0.05% 86
2025
Q3 		$231K Sell
4,043
-20
-0.5% -$1.13K 0.05% 84
2025
Q2 		$221K Sell
4,063
-47
-1% -$2.42K 0.05% 83
2025
Q1 		$210K Sell
4,110
-545
-12% -$29.7K 0.05% 85
2024
Q4 		$255K Sell
4,655
-263
-5% -$14.8K 0.07% 82
2024
Q3 		$269K Sell
4,918
-162
-3% -$8.57K 0.07% 82
2024
Q2 		$261K Sell
5,080
-8
-0.2% -$413 0.07% 85
2024
Q1 		$271K Sell
5,088
-216
-4% -$10.7K 0.07% 86
2023
Q4 		$258K Sell
5,304
-218
-4% -$9.71K 0.07% 88
2023
Q3 		$242K Sell
5,522
-866
-14% -$39.8K 0.07% 89
2023
Q2 		$293K Sell
6,388
-503
-7% -$22K 0.09% 86
2023
Q1 		$303K Sell
6,891
-1,725
-20% -$77.2K 0.09% 80
2022
Q4 		$366K Sell
8,616
-2,650
-24% -$113K 0.11% 85
2022
Q3 		$434K Sell
11,266
-1,013
-8% -$43K 0.17% 79
2022
Q2 		$487K Buy
+12,279
New +$533K 0.16% 79

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 22.9% 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

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

Altrius Capital Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.8% in Q2 2026, selling an estimated $8.04K and leaving 4,402 shares worth $297K. The position accounts for 0.06% of the portfolio, ranked #83.

Altrius Capital Management first reported a position in SPMD in Q2 2022 and has held it in 17 quarters since. The position peaked at $487K in Q2 2022. 846 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Altrius Capital Management held 4,402 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $297K as of Q2 2026.
  • Altrius Capital Management sold 125 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $8.04K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.06% of Altrius Capital Management's portfolio in Q2 2026, its #83 holding.
  • Altrius Capital Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • Altrius Capital Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $487K in Q2 2022.
  • 846 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

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