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

Benchmark Financial’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 		$4.6M Sell
68,015
-1,365
-2% -$87.8K 3.75% 9
2026
Q1 		$4.11M Buy
69,380
+6,209
+10% +$378K 3.69% 9
2025
Q4 		$3.66M Buy
+63,171
New +$3.63M 3.65% 9

Other funds holding SPMD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Benchmark Financial's SPMD Position: Q2 2026 in Review

Benchmark Financial reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2% in Q2 2026, selling an estimated $87.8K and leaving 68,015 shares worth $4.6M. The position accounts for 3.75% of the portfolio, ranked #9.

Benchmark Financial first reported a position in SPMD in Q4 2025 and has held it in 3 quarters since. 565 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Benchmark Financial held 68,015 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $4.6M as of Q2 2026.
  • Benchmark Financial sold 1,365 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $87.8K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 3.75% of Benchmark Financial's portfolio in Q2 2026, its #9 holding.
  • Benchmark Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 565 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Benchmark Financial's 13F filing for Q2 2026, filed 22 Jul 2026.