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

Aptus 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 		$6.74M Buy
99,737
+15,643
+19% +$1.01M 0.05% 309
2026
Q1 		$4.98M Buy
84,094
+9,617
+13% +$585K 0.04% 341
2025
Q4 		$4.31M Buy
74,477
+5,251
+8% +$302K 0.03% 341
2025
Q3 		$3.96M Buy
69,226
+8,432
+14% +$475K 0.03% 351
2025
Q2 		$3.31M Buy
60,794
+17,054
+39% +$878K 0.03% 351
2025
Q1 		$2.24M Buy
43,740
+15,527
+55% +$846K 0.02% 378
2024
Q4 		$1.54M Buy
28,213
+7,930
+39% +$446K 0.02% 440
2024
Q3 		$1.11M Buy
20,283
+1,073
+6% +$56.7K 0.02% 392
2024
Q2 		$985K Sell
19,210
-3,455
-15% -$178K 0.02% 397
2024
Q1 		$1.21M Buy
22,665
+9,900
+78% +$492K 0.02% 365
2023
Q4 		$622K Sell
12,765
-654
-5% -$29.1K 0.02% 348
2023
Q3 		$588K Buy
13,419
+12,940
+2,701% +$595K 0.02% 359
2023
Q2 		$22K Hold
479
– – ﹤0.01% 647
2023
Q1 		$21K Sell
479
-42,673
-99% -$1.91M ﹤0.01% 631
2022
Q4 		$1.83M Sell
43,152
-5,377
-11% -$228K 0.06% 220
2022
Q3 		$1.87M Buy
+48,529
New +$2.06M 0.05% 205
2022
Q2 		– Sell
-225
Closed -$11K – 730
2022
Q1 		$11K Hold
225
– – ﹤0.01% 600
2021
Q4 		$11K Hold
225
– – ﹤0.01% 496
2021
Q3 		$10K Hold
225
– – ﹤0.01% 476
2021
Q2 		$11K Sell
225
-160
-42% -$7.59K ﹤0.01% 496
2021
Q1 		$18K Buy
385
+225
+141% +$9.88K ﹤0.01% 435
2020
Q4 		$6K Buy
+160
New +$5.93K ﹤0.01% 433
2020
Q2 		– Sell
-3,808
Closed -$96K – 458
2020
Q1 		$96K Hold
3,808
– – 0.01% 285
2019
Q4 		$137K Buy
3,808
+3,376
+781% +$118K 0.01% 355
2019
Q3 		$14K Buy
+432
New +$14.6K ﹤0.01% 434

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 22.96% 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

Aptus Capital Advisors's SPMD Position: Q2 2026 in Review

Aptus Capital Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 19% in Q2 2026, buying an estimated $1.01M and bringing the position to 99,737 shares worth $6.74M. The position accounts for 0.05% of the portfolio, ranked #309.

Aptus Capital Advisors first reported a position in SPMD in Q3 2019 and has held it in 25 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Aptus Capital Advisors held 99,737 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $6.74M as of Q2 2026.
  • Aptus Capital Advisors bought 15,643 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $1.01M.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.05% of Aptus Capital Advisors's portfolio in Q2 2026, its #309 holding.
  • Aptus Capital Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2019 and has held it in 25 quarters since.
  • 844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.