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

Berkeley Capital 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	$10.3M	Buy	152,978 +6,927	+5%	+$446K	2.13%	8
2026 Q1	$8.65M	Buy	146,051 +2,983	+2%	+$182K	2.01%	10
2025 Q4	$8.29M	Buy	143,068 +2,566	+2%	+$147K	1.95%	9
2025 Q3	$8.04M	Buy	140,502 +5,705	+4%	+$321K	1.9%	9
2025 Q2	$7.33M	Buy	134,797 +2,852	+2%	+$147K	1.86%	10
2025 Q1	$6.75M	Sell	131,945 -136	-0.1%	-$7.41K	1.86%	9
2024 Q4	$7.22M	Buy	132,081 +4,120	+3%	+$232K	2.01%	8
2024 Q3	$7M	Buy	127,961 +2,623	+2%	+$139K	2%	8
2024 Q2	$6.43M	Sell	125,338 -2,415	-2%	-$125K	1.94%	10
2024 Q1	$6.81M	Buy	+127,753	New	+$6.35M	2.08%	9

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

Berkeley Capital Partners's SPMD Position: Q2 2026 in Review

Berkeley Capital Partners increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4.7% in Q2 2026, buying an estimated $446K and bringing the position to 152,978 shares worth $10.3M. The position accounts for 2.13% of the portfolio, ranked #8.

Berkeley Capital Partners first reported a position in SPMD in Q1 2024 and has held it in 10 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Berkeley Capital Partners held 152,978 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $10.3M as of Q2 2026.
Berkeley Capital Partners bought 6,927 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $446K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 2.13% of Berkeley Capital Partners's portfolio in Q2 2026, its #8 holding.
Berkeley Capital Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2024 and has held it in 10 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 Berkeley Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.