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

Beckerman Institutional’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	$411K	Hold	6,081	–	–	0.2%	100
2026 Q1	$360K	Hold	6,081	–	–	0.19%	96
2025 Q4	$352K	Hold	6,081	–	–	0.2%	97
2025 Q3	$348K	Hold	6,081	–	–	0.2%	91
2025 Q2	$331K	Hold	6,081	–	–	0.22%	87
2025 Q1	$311K	Hold	6,081	–	–	0.23%	85
2024 Q4	$333K	Hold	6,081	–	–	0.27%	79
2024 Q3	$333K	Buy	+6,081	New	+$322K	0.28%	79

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

Beckerman Institutional's SPMD Position: Q2 2026 in Review

Beckerman Institutional held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 6,081 shares worth $411K. The position accounts for 0.2% of the portfolio, ranked #100.

Beckerman Institutional first reported a position in SPMD in Q3 2024 and has held it in 8 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Beckerman Institutional held 6,081 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $411K as of Q2 2026.
Beckerman Institutional left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.2% of Beckerman Institutional's portfolio in Q2 2026, its #100 holding.
Beckerman Institutional first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2024 and has held it in 8 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 Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.