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

Armbruster Capital Management’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	$1.33M	Sell	19,727 -4,058	-17%	-$261K	0.2%	50
2026 Q1	$1.41M	Buy	23,785 +1,044	+5%	+$63.5K	0.23%	49
2025 Q4	$1.32M	Buy	22,741 +1,726	+8%	+$99.1K	0.22%	51
2025 Q3	$1.2M	Buy	21,015 +4,561	+28%	+$257K	0.2%	54
2025 Q2	$895K	Sell	16,454 -2,296	-12%	-$118K	0.16%	65
2025 Q1	$960K	Buy	18,750 +980	+6%	+$53.4K	0.19%	52
2024 Q4	$972K	Buy	17,770 +2,320	+15%	+$131K	0.2%	53
2024 Q3	$845K	Buy	15,450 +2,445	+19%	+$129K	0.17%	62
2024 Q2	$667K	Buy	+13,005	New	+$671K	0.14%	62

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

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 Chicago, Illinois $20.9B AUM 19.34% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Armbruster Capital Management's SPMD Position: Q2 2026 in Review

Armbruster Capital Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 17% in Q2 2026, selling an estimated $261K and leaving 19,727 shares worth $1.33M. The position accounts for 0.2% of the portfolio, ranked #50.

Armbruster Capital Management first reported a position in SPMD in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.41M in Q1 2026. 168 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Armbruster Capital Management held 19,727 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.33M as of Q2 2026.
Armbruster Capital Management sold 4,058 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $261K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.2% of Armbruster Capital Management's portfolio in Q2 2026, its #50 holding.
Armbruster Capital Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2024 and has held it in 9 quarters since.
Armbruster Capital Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.41M in Q1 2026.
168 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Armbruster Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.