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

Astoria Portfolio 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	$423K	Buy	6,263 +5	+0.1%	+$322	0.07%	214
2026 Q1	$400K	Buy	6,258 +172	+3%	+$10.5K	0.09%	174
2025 Q4	$378K	Buy	6,086 +603	+11%	+$34.6K	0.09%	181
2025 Q3	$316K	Hold	5,483	–	–	0.08%	194
2025 Q2	$307K	Buy	+5,483	New	+$282K	0.09%	182
2025 Q1	–	Sell	-8,828	Closed	-$489K	–	259
2024 Q4	$489K	Buy	+8,828	New	+$497K	0.17%	110
2023 Q3	–	Sell	-28,186	Closed	-$1.33M	–	191
2023 Q2	$1.33M	Sell	28,186 -90,635	-76%	-$3.96M	0.52%	29
2023 Q1	$5.14M	Buy	118,821 +27,562	+30%	+$1.23M	2.17%	12
2022 Q4	$4.09M	Buy	91,259 +42,328	+87%	+$1.8M	1.92%	11
2022 Q3	$1.89M	Buy	48,931 +8,583	+21%	+$364K	1.28%	17
2022 Q2	$1.6M	Buy	40,348 +5,850	+17%	+$254K	1.17%	18
2022 Q1	$1.63M	Buy	34,498 +7,887	+30%	+$369K	1.27%	21
2021 Q4	$1.32M	Buy	+26,611	New	+$1.3M	1.05%	22

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

Astoria Portfolio Advisors's SPMD Position: Q2 2026 in Review

Astoria Portfolio Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.08% in Q2 2026, buying an estimated $322 and bringing the position to 6,263 shares worth $423K. The position accounts for 0.07% of the portfolio, ranked #214.

Astoria Portfolio Advisors first reported a position in SPMD in Q4 2021 and has held it in 13 quarters since. The position peaked at $5.14M in Q1 2023. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Astoria Portfolio Advisors held 6,263 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $423K as of Q2 2026.
Astoria Portfolio Advisors bought 5 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $322.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.07% of Astoria Portfolio Advisors's portfolio in Q2 2026, its #214 holding.
Astoria Portfolio Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and has held it in 13 quarters since.
Astoria Portfolio Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $5.14M in Q1 2023.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.