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SPMD icon

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

Apella Capital’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 		$1.38M Sell
20,816
-244
-1% -$15.7K 0.02% 323
2026
Q1 		$1.35M Buy
21,060
+13,247
+170% +$806K 0.02% 319
2025
Q4 		$452K Buy
7,813
+350
+5% +$20.1K 0.01% 373
2025
Q3 		$421K Sell
7,463
-117
-2% -$6.59K 0.01% 354
2025
Q2 		$420K Buy
7,580
+1,480
+24% +$76.2K 0.01% 315
2025
Q1 		$299K Buy
6,100
+11
+0.2% +$600 0.01% 305
2024
Q4 		$333K Sell
6,089
-6
-0.1% -$338 0.01% 278
2024
Q3 		$331K Sell
6,095
-48
-0.8% -$2.54K 0.01% 259
2024
Q2 		$311K Sell
6,143
-1,283
-17% -$66.2K 0.01% 257
2024
Q1 		$391K Buy
7,426
+1,008
+16% +$50.1K 0.02% 214
2023
Q4 		$304K Sell
6,418
-252
-4% -$11.2K 0.02% 239
2023
Q3 		$292K Buy
6,670
+12
+0.2% +$552 0.02% 216
2023
Q2 		$306K Buy
+6,658
New +$291K 0.02% 211
2022
Q4 		$302K Sell
7,108
-808
-10% -$34.3K 0.03% 192
2022
Q3 		$305K Buy
7,916
+3
+0% +$127 0.04% 170
2022
Q2 		$314K Sell
7,913
-1,136
-13% -$49.3K 0.04% 175
2022
Q1 		$427K Sell
9,049
-410
-4% -$19.2K 0.06% 137
2021
Q4 		$470K Sell
9,459
-11,486
-55% -$561K 0.06% 131
2021
Q3 		$967K Buy
20,945
+2,464
+13% +$116K 0.14% 96
2021
Q2 		$872K Buy
+18,481
New +$877K 0.14% 95

Other funds holding SPMD

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
MSA
Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Apella Capital's SPMD Position: Q2 2026 in Review

Apella Capital reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.2% in Q2 2026, selling an estimated $15.7K and leaving 20,816 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #323.

Apella Capital first reported a position in SPMD in Q2 2021 and has held it in 20 quarters since. 190 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Apella Capital held 20,816 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.38M as of Q2 2026.
  • Apella Capital sold 244 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $15.7K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.02% of Apella Capital's portfolio in Q2 2026, its #323 holding.
  • Apella Capital first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • 190 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.