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

Arlington Trust’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	$236K	Hold	3,499	–	–	0.02%	106
2026 Q1	$207K	Buy	3,499 +63	+2%	+$3.83K	0.02%	94
2025 Q4	$199K	Hold	3,436	–	–	0.02%	88
2025 Q3	$197K	Hold	3,436	–	–	0.04%	179
2025 Q2	$187K	Hold	3,436	–	–	0.04%	183
2025 Q1	$176K	Hold	3,436	–	–	0.04%	186
2024 Q4	$188K	Sell	3,436 -513	-13%	-$28.9K	0.04%	184
2024 Q3	$216K	Buy	+3,949	New	+$209K	0.05%	158

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

Arlington Trust's SPMD Position: Q2 2026 in Review

Arlington Trust held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 3,499 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #106.

Arlington Trust first reported a position in SPMD in Q3 2024 and has held it in 8 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Arlington Trust held 3,499 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $236K as of Q2 2026.
Arlington Trust left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.02% of Arlington Trust's portfolio in Q2 2026, its #106 holding.
Arlington Trust first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2024 and has held it in 8 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 Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.