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

Americana Partners’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	$583K	Sell	8,631 -1	-0%	-$64	0.01%	379
2026 Q1	$511K	Hold	8,632	–	–	0.01%	349
2025 Q4	$500K	Buy	8,632 +1	+0%	+$57	0.01%	327
2025 Q3	$494K	Hold	8,631	–	–	0.01%	315
2025 Q2	$469K	Hold	8,631	–	–	0.02%	315
2025 Q1	$442K	Hold	8,631	–	–	0.02%	280
2024 Q4	$472K	Hold	8,631	–	–	0.02%	282
2024 Q3	$472K	Hold	8,631	–	–	0.03%	254
2024 Q2	$443K	Hold	8,631	–	–	0.03%	244
2024 Q1	$460K	Hold	8,631	–	–	0.04%	233
2023 Q4	$421K	Sell	8,631 -330	-4%	-$14.7K	0.04%	226
2023 Q3	$392K	Buy	+8,961	New	+$412K	0.04%	225

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

Americana Partners's SPMD Position: Q2 2026 in Review

Americana Partners reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.01% in Q2 2026, selling an estimated $64 and leaving 8,631 shares worth $583K. The position accounts for 0.01% of the portfolio, ranked #379.

Americana Partners first reported a position in SPMD in Q3 2023 and has held it in 12 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Americana Partners held 8,631 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $583K as of Q2 2026.
Americana Partners sold 1 State Street SPDR Portfolio S&P 400 Mid Cap ETF share in Q2 2026, an estimated $64.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Americana Partners's portfolio in Q2 2026, its #379 holding.
Americana Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2023 and has held it in 12 quarters since.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.