Annis Gardner Whiting Capital Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Annis Gardner Whiting Capital 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 Q2	–	Sell	-90	Closed	-$5.33K	–	1115
2026 Q1	$5.33K	Hold	90	–	–	﹤0.01%	947
2025 Q4	$5.21K	Hold	90	–	–	﹤0.01%	869
2025 Q3	$5.15K	Hold	90	–	–	﹤0.01%	783
2025 Q2	$4.89K	Hold	90	–	–	﹤0.01%	850
2025 Q1	$4.61K	Hold	90	–	–	﹤0.01%	631
2024 Q4	$4.92K	Hold	90	–	–	﹤0.01%	613
2024 Q3	$4.92K	Hold	90	–	–	﹤0.01%	634
2024 Q2	$4.62K	Buy	+90	New	+$4.64K	﹤0.01%	780

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

Annis Gardner Whiting Capital Advisors's SPMD Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026, closing a stake of 90 shares — an estimated $5.33K sold.

Annis Gardner Whiting Capital Advisors first reported a position in SPMD in Q2 2024 and held it in 8 quarters. The position peaked at $5.33K in Q1 2026. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 90 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $5.33K.
Annis Gardner Whiting Capital Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2024 and held it in 8 quarters.
Annis Gardner Whiting Capital Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $5.33K in Q1 2026.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.