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

Bensler’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 		$16.7M Buy
247,497
+11,301
+5% +$727K 1.48% 20
2026
Q1 		$14M Buy
236,196
+5,447
+2% +$332K 1.44% 20
2025
Q4 		$13.4M Buy
230,749
+19,953
+9% +$1.15M 1.34% 28
2025
Q3 		$12.1M Buy
210,796
+10,026
+5% +$565K 1.25% 30
2025
Q2 		$10.9M Buy
200,770
+11,748
+6% +$605K 1.22% 30
2025
Q1 		$9.67M Buy
189,022
+22,985
+14% +$1.25M 1.21% 32
2024
Q4 		$9.08M Buy
166,037
+38,933
+31% +$2.19M 1.08% 33
2024
Q3 		$6.95M Buy
127,104
+17,309
+16% +$915K 0.88% 41
2024
Q2 		$5.63M Buy
109,795
+17,533
+19% +$905K 0.76% 43
2024
Q1 		$4.92M Sell
92,262
-511
-0.6% -$25.4K 0.71% 44
2023
Q4 		$4.52M Buy
92,773
+12,708
+16% +$566K 0.75% 46
2023
Q3 		$3.51M Sell
80,065
-4,600
-5% -$211K 0.67% 47
2023
Q2 		$3.89M Buy
84,665
+28,723
+51% +$1.25M 0.74% 43
2023
Q1 		$2.46M Buy
55,942
+6,298
+13% +$282K 0.5% 68
2022
Q4 		$2.11M Buy
49,644
+3,961
+9% +$168K 0.47% 64
2022
Q3 		$1.76M Buy
45,683
+30,216
+195% +$1.28M 0.42% 72
2022
Q2 		$614K Buy
15,467
+8,749
+130% +$380K 0.15% 94
2022
Q1 		$317K Buy
+6,718
New +$314K 0.07% 126

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

Bensler's SPMD Position: Q2 2026 in Review

Bensler increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4.8% in Q2 2026, buying an estimated $727K and bringing the position to 247,497 shares worth $16.7M. The position accounts for 1.48% of the portfolio, ranked #20.

Bensler first reported a position in SPMD in Q1 2022 and has held it in 18 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Bensler held 247,497 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $16.7M as of Q2 2026.
  • Bensler bought 11,301 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $727K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.48% of Bensler's portfolio in Q2 2026, its #20 holding.
  • Bensler first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2022 and has held it in 18 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 Bensler's 13F filing for Q2 2026, filed 23 Jul 2026.