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

Ballentine Partners’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	$464K	Sell	6,874 -18	-0.3%	-$1.16K	0.01%	594
2026 Q1	$408K	Buy	6,892 +2,804	+69%	+$171K	0.01%	600
2025 Q4	$237K	Sell	4,088 -159	-4%	-$9.13K	﹤0.01%	837
2025 Q3	$243K	Hold	4,247	–	–	﹤0.01%	827
2025 Q2	$231K	Hold	4,247	–	–	﹤0.01%	817
2025 Q1	$217K	Hold	4,247	–	–	﹤0.01%	766
2024 Q4	$232K	Hold	4,247	–	–	﹤0.01%	719
2024 Q3	$232K	Hold	4,247	–	–	﹤0.01%	694
2024 Q2	$218K	Sell	4,247 -219	-5%	-$11.3K	﹤0.01%	665
2024 Q1	$238K	Hold	4,466	–	–	﹤0.01%	619
2023 Q4	$218K	Buy	+4,466	New	+$199K	﹤0.01%	596
2023 Q3	–	Sell	-6,087	Closed	-$279K	–	646
2023 Q2	$279K	Hold	6,087	–	–	0.01%	457
2023 Q1	$267K	Hold	6,087	–	–	0.01%	447
2022 Q4	$259K	Buy	+6,087	New	+$258K	0.01%	416

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

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Ballentine Partners's SPMD Position: Q2 2026 in Review

Ballentine Partners reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.26% in Q2 2026, selling an estimated $1.16K and leaving 6,874 shares worth $464K. The position accounts for 0.01% of the portfolio, ranked #594.

Ballentine Partners first reported a position in SPMD in Q4 2022 and has held it in 14 quarters since. 145 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Ballentine Partners held 6,874 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $464K as of Q2 2026.
Ballentine Partners sold 18 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $1.16K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #594 holding.
Ballentine Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2022 and has held it in 14 quarters since.
145 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.