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Atlantic Union Bankshares’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Atlantic Union Bankshares’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 		$976K Sell
14,440
-288
-2% -$18.5K 0.02% 380
2026
Q1 		$872K Buy
14,728
+15
+0.1% +$913 0.02% 393
2025
Q4 		$852K Sell
14,713
-136
-0.9% -$7.81K 0.02% 401
2025
Q3 		$849K Sell
14,849
-414
-3% -$23.3K 0.02% 402
2025
Q2 		$830K Buy
+15,263
New +$786K 0.02% 342

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
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

Atlantic Union Bankshares's SPMD Position: Q2 2026 in Review

Atlantic Union Bankshares reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2% in Q2 2026, selling an estimated $18.5K and leaving 14,440 shares worth $976K. The position accounts for 0.02% of the portfolio, ranked #380.

Atlantic Union Bankshares first reported a position in SPMD in Q2 2025 and has held it in 5 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Atlantic Union Bankshares held 14,440 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $976K as of Q2 2026.
  • Atlantic Union Bankshares sold 288 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $18.5K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.02% of Atlantic Union Bankshares's portfolio in Q2 2026, its #380 holding.
  • Atlantic Union Bankshares first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2025 and has held it in 5 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 Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.