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

Aspire Private 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	$3.5M	Sell	51,774 -1,904	-4%	-$122K	0.72%	37
2026 Q1	$3.18M	Sell	53,678 -268	-0.5%	-$16.3K	0.72%	36
2025 Q4	$3.12M	Buy	53,946 +175	+0.3%	+$10.1K	0.69%	32
2025 Q3	$3.08M	Sell	53,771 -25	-0%	-$1.41K	0.68%	35
2025 Q2	$2.93M	Sell	53,796 -901	-2%	-$46.4K	0.68%	37
2025 Q1	$2.8M	Buy	54,697 +1,792	+3%	+$97.7K	0.7%	35
2024 Q4	$2.89M	Sell	52,905 -4,012	-7%	-$226K	0.72%	34
2024 Q3	$3.11M	Buy	56,917 +377	+0.7%	+$19.9K	0.74%	31
2024 Q2	$2.9M	Buy	56,540 +2,314	+4%	+$119K	0.75%	31
2024 Q1	$2.89M	Sell	54,226 -13,563	-20%	-$675K	0.76%	29
2023 Q4	$3.3M	Sell	67,789 -3,182	-4%	-$142K	0.98%	25
2023 Q3	$3.11M	Sell	70,971 -534	-0.7%	-$24.6K	1.01%	23
2023 Q2	$3.28M	Sell	71,505 -1,160	-2%	-$50.7K	1.04%	25
2023 Q1	$3.19M	Buy	72,665 +6,836	+10%	+$306K	1.06%	26
2022 Q4	$2.8M	Sell	65,829 -1,389	-2%	-$59K	1%	27
2022 Q3	$2.59M	Sell	67,218 -2,609	-4%	-$111K	0.99%	30
2022 Q2	$2.77M	Buy	69,827 +2,656	+4%	+$115K	0.99%	27
2022 Q1	$3.17M	Buy	67,171 +318	+0.5%	+$14.9K	1.01%	28
2021 Q4	$3.33M	Sell	66,853 -324	-0.5%	-$15.8K	1.04%	29
2021 Q3	$3.1M	Sell	67,177 -3,452	-5%	-$163K	1.04%	26
2021 Q2	$3.33M	Buy	70,629 +28,216	+67%	+$1.34M	1.07%	26
2021 Q1	$1.94M	Buy	42,413 +1,449	+4%	+$63.6K	0.68%	31
2020 Q4	$1.66M	Sell	40,964 -6,127	-13%	-$227K	0.63%	35
2020 Q3	$1.54M	Sell	47,091 -6,996	-13%	-$230K	0.63%	32
2020 Q2	$1.69M	Buy	+54,087	New	+$1.58M	0.79%	32

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

Aspire Private Capital's SPMD Position: Q2 2026 in Review

Aspire Private Capital reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3.5% in Q2 2026, selling an estimated $122K and leaving 51,774 shares worth $3.5M. The position accounts for 0.72% of the portfolio, ranked #37.

Aspire Private Capital first reported a position in SPMD in Q2 2020 and has held it in 25 quarters since. 842 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Aspire Private Capital held 51,774 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.5M as of Q2 2026.
Aspire Private Capital sold 1,904 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $122K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.72% of Aspire Private Capital's portfolio in Q2 2026, its #37 holding.
Aspire Private Capital first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2020 and has held it in 25 quarters since.
842 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Aspire Private Capital's 13F filing for Q2 2026, filed 15 Jul 2026.