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

Arax Advisory 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	$646K	Buy	9,558 +8,685	+995%	+$559K	﹤0.01%	1470
2026 Q1	$51.7K	Sell	873 -22	-2%	-$1.34K	﹤0.01%	1685
2025 Q4	$51.8K	Buy	+895	New	+$51.4K	﹤0.01%	1592
2025 Q3	–	Sell	-895	Closed	-$48.6K	–	4210
2025 Q2	$48.6K	Buy	895 +676	+309%	+$34.8K	﹤0.01%	1247
2025 Q1	$11.2K	Buy	219 +53	+32%	+$2.89K	﹤0.01%	1528
2024 Q4	$9.08K	Buy	166 +48	+41%	+$2.7K	﹤0.01%	1522
2024 Q3	$6.45K	Hold	118	–	–	﹤0.01%	1607
2024 Q2	$6.05K	Sell	118 -46	-28%	-$2.37K	﹤0.01%	1511
2024 Q1	$8.75K	Buy	164 +46	+39%	+$2.29K	﹤0.01%	798
2023 Q4	$5.75K	Sell	118 -89	-43%	-$3.96K	﹤0.01%	856
2023 Q3	$9.07K	Hold	207	–	–	﹤0.01%	742
2023 Q2	$9.5K	Buy	207 +118	+133%	+$5.16K	﹤0.01%	716
2023 Q1	$3.91K	Hold	89	–	–	﹤0.01%	902
2022 Q4	$3.78K	Hold	89	–	–	﹤0.01%	853
2022 Q3	$3K	Hold	89	–	–	﹤0.01%	926
2022 Q2	$4K	Hold	89	–	–	﹤0.01%	850
2022 Q1	$4K	Hold	89	–	–	﹤0.01%	846
2021 Q4	$4K	Hold	89	–	–	﹤0.01%	817
2021 Q3	$4K	Hold	89	–	–	﹤0.01%	795
2021 Q2	$4K	Buy	+89	New	+$4.22K	﹤0.01%	794
2020 Q4	$4K	Buy	+89	New	+$3.3K	﹤0.01%	637

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

Arax Advisory Partners's SPMD Position: Q2 2026 in Review

Arax Advisory Partners increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 995% in Q2 2026, buying an estimated $559K and bringing the position to 9,558 shares worth $646K. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

Arax Advisory Partners first reported a position in SPMD in Q4 2020 and has held it in 21 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Arax Advisory Partners held 9,558 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $646K as of Q2 2026.
Arax Advisory Partners bought 8,685 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $559K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1470 holding.
Arax Advisory Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2020 and has held it in 21 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 Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.