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

Atria Investments’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 		$3.81M Buy
56,386
+636
+1% +$40.9K 0.04% 479
2026
Q1 		$3.3M Sell
55,750
-836
-1% -$50.9K 0.04% 508
2025
Q4 		$3.28M Buy
56,586
+2,631
+5% +$151K 0.04% 529
2025
Q3 		$3.09M Buy
53,955
+132
+0.2% +$7.44K 0.04% 562
2025
Q2 		$2.93M Buy
53,823
+14,369
+36% +$740K 0.03% 573
2025
Q1 		$2.02M Buy
39,454
+6,308
+19% +$344K 0.03% 697
2024
Q4 		$1.81M Buy
33,146
+511
+2% +$28.8K 0.02% 720
2024
Q3 		$1.78M Buy
32,635
+1,028
+3% +$54.4K 0.02% 706
2024
Q2 		$1.62M Buy
31,607
+729
+2% +$37.6K 0.02% 727
2024
Q1 		$1.65M Sell
30,878
-32,718
-51% -$1.63M 0.02% 736
2023
Q4 		$3.1M Buy
63,596
+20,815
+49% +$927K 0.05% 437
2023
Q3 		$1.87M Buy
42,781
+1,178
+3% +$54.2K 0.03% 591
2023
Q2 		$1.91M Sell
41,603
-37,037
-47% -$1.62M 0.03% 572
2023
Q1 		$3.46M Buy
+78,640
New +$3.52M 0.07% 352
2022
Q2 		– Sell
-39,580
Closed -$1.87M – 867
2022
Q1 		$1.87M Buy
39,580
+2,544
+7% +$119K 0.03% 601
2021
Q4 		$1.84M Buy
+37,036
New +$1.81M 0.03% 598
2020
Q2 		– Sell
-19,881
Closed -$504K – 735
2020
Q1 		$504K Sell
19,881
-331,507
-94% -$10.8M 0.04% 348
2019
Q4 		$12.7M Buy
351,388
+4,590
+1% +$160K 0.34% 58
2019
Q3 		$11.8M Buy
346,798
+18,198
+6% +$613K 0.42% 45
2019
Q2 		$10.7M Buy
328,600
+313,371
+2,058% +$10.6M 0.4% 49
2019
Q1 		$508K Sell
15,229
-29,568
-66% -$966K 0.02% 531
2018
Q4 		$1.32M Buy
44,797
+7,811
+21% +$254K 0.06% 248
2018
Q3 		$1.34M Buy
36,986
+3,335
+10% +$121K 0.05% 323
2018
Q2 		$1.17M Buy
33,651
+1,649
+5% +$56.7K 0.05% 340
2018
Q1 		$1.06M Buy
+32,002
New +$1.08M 0.05% 339

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

Atria Investments's SPMD Position: Q2 2026 in Review

Atria Investments increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.1% in Q2 2026, buying an estimated $40.9K and bringing the position to 56,386 shares worth $3.81M. The position accounts for 0.04% of the portfolio, ranked #479.

Atria Investments first reported a position in SPMD in Q1 2018 and has held it in 25 quarters since. The position peaked at $12.7M in Q4 2019. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Atria Investments held 56,386 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.81M as of Q2 2026.
  • Atria Investments bought 636 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $40.9K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.04% of Atria Investments's portfolio in Q2 2026, its #479 holding.
  • Atria Investments first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2018 and has held it in 25 quarters since.
  • Atria Investments's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $12.7M in Q4 2019.
  • 844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.