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

Ancora Advisors’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 Q1	$47.7K	Hold	806	–	–	﹤0.01%	1160
2025 Q4	$46.7K	Hold	806	–	–	﹤0.01%	1171
2025 Q3	$46.1K	Hold	806	–	–	﹤0.01%	1049
2025 Q2	$43.8K	Hold	806	–	–	﹤0.01%	1051
2025 Q1	$41.3K	Hold	806	–	–	﹤0.01%	1046
2024 Q4	$44.1K	Hold	806	–	–	﹤0.01%	1027
2024 Q3	$44.1K	Hold	806	–	–	﹤0.01%	1018
2024 Q2	$41.3K	Hold	806	–	–	﹤0.01%	993
2024 Q1	$43K	Hold	806	–	–	﹤0.01%	992
2023 Q4	$39.3K	Buy	806 +550	+215%	+$24.5K	﹤0.01%	1003
2023 Q3	$11.2K	Hold	256	–	–	﹤0.01%	1263
2023 Q2	$11.7K	Hold	256	–	–	﹤0.01%	1250
2023 Q1	$11.2K	Hold	256	–	–	﹤0.01%	1250
2022 Q4	$11K	Hold	256	–	–	﹤0.01%	1315
2022 Q3	$10K	Hold	256	–	–	﹤0.01%	1495
2022 Q2	$10K	Hold	256	–	–	﹤0.01%	1598
2022 Q1	$12K	Buy	+256	New	+$12K	﹤0.01%	1685
2021 Q1	–	Sell	-1	Closed	–	–	1828
2020 Q4	$0	Buy	+1	New	+$37	﹤0.01%	1528

Other funds holding SPMD

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Ancora Advisors's SPMD Position: Q1 2026 in Review

Ancora Advisors held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q1 2026 at 806 shares worth $47.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1160.

Ancora Advisors first reported a position in SPMD in Q4 2020 and has held it in 18 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Ancora Advisors held 806 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $47.7K as of Q1 2026.
Ancora Advisors left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1160 holding.
Ancora Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2020 and has held it in 18 quarters since.
808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.