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Baltimore-Washington Financial Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Baltimore-Washington Financial 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 		$381K Sell
5,638
-374
-6% -$24.1K 0.01% 150
2026
Q1 		$356K Sell
6,012
-1,310
-18% -$79.7K 0.02% 141
2025
Q4 		$424K Sell
7,322
-1,015
-12% -$58.3K 0.02% 129
2025
Q3 		$477K Sell
8,337
-58
-0.7% -$3.27K 0.02% 117
2025
Q2 		$457K Sell
8,395
-136
-2% -$7K 0.02% 116
2025
Q1 		$437K Sell
8,531
-47
-0.5% -$2.56K 0.02% 106
2024
Q4 		$469K Sell
8,578
-93
-1% -$5.23K 0.02% 106
2024
Q3 		$474K Sell
8,671
-1,110
-11% -$58.7K 0.03% 107
2024
Q2 		$502K Sell
9,781
-141
-1% -$7.28K 0.03% 103
2024
Q1 		$529K Sell
9,922
-250
-2% -$12.4K 0.03% 101
2023
Q4 		$496K Sell
10,172
-68
-0.7% -$3.03K 0.03% 107
2023
Q3 		$448K Sell
10,240
-153
-1% -$7.03K 0.04% 112
2023
Q2 		$477K Sell
10,393
-11,842
-53% -$517K 0.04% 107
2023
Q1 		$977K Sell
22,235
-831
-4% -$37.2K 0.09% 102
2022
Q4 		$980K Sell
23,066
-6,567
-22% -$279K 0.1% 95
2022
Q3 		$1.17M Sell
29,633
-546
-2% -$23.2K 0.1% 91
2022
Q2 		$1.2M Sell
30,179
-1,820
-6% -$78.9K 0.13% 83
2022
Q1 		$1.5M Buy
31,999
+728
+2% +$34K 0.15% 92
2021
Q4 		$1.55M Sell
31,271
-812
-3% -$39.7K 0.13% 86
2021
Q3 		$1.48M Sell
32,083
-10
-0% -$472 0.13% 87
2021
Q2 		$1.51M Buy
32,093
+90
+0.3% +$4.27K 0.14% 85
2021
Q1 		$1.46M Buy
32,003
+188
+0.6% +$8.25K 0.15% 83
2020
Q4 		$1.28M Sell
31,815
-329
-1% -$12.2K 0.14% 83
2020
Q3 		$1.05M Sell
32,144
-304
-0.9% -$9.99K 0.14% 82
2020
Q2 		$1.01M Buy
32,448
+1,416
+5% +$41.4K 0.14% 85
2020
Q1 		$786K Buy
31,032
+112
+0.4% +$3.66K 0.14% 87
2019
Q4 		$1.12M Buy
30,920
+1,354
+5% +$47.2K 0.16% 82
2019
Q3 		$1M Buy
29,566
+3,161
+12% +$107K 0.16% 82
2019
Q2 		$900K Buy
26,405
+821
+3% +$27.6K 0.15% 79
2019
Q1 		$852K Buy
25,584
+4,634
+22% +$151K 0.15% 79
2018
Q4 		$616K Buy
20,950
+5,535
+36% +$180K 0.13% 77
2018
Q3 		$557K Buy
+15,415
New +$558K 0.1% 74

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

Baltimore-Washington Financial Advisors's SPMD Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 6.2% in Q2 2026, selling an estimated $24.1K and leaving 5,638 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #150.

Baltimore-Washington Financial Advisors first reported a position in SPMD in Q3 2018 and has held it in 32 quarters since. The position peaked at $1.55M in Q4 2021. 842 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Baltimore-Washington Financial Advisors held 5,638 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $381K as of Q2 2026.
  • Baltimore-Washington Financial Advisors sold 374 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $24.1K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #150 holding.
  • Baltimore-Washington Financial Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2018 and has held it in 32 quarters since.
  • Baltimore-Washington Financial Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.55M in Q4 2021.
  • 842 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.