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

Blue Trust Inc’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	$2.84K	Buy	+42	New	+$2.7K	﹤0.01%	2127
2025 Q3	–	Sell	-305	Closed	-$16.6K	–	2675
2025 Q2	$16.6K	Buy	+305	New	+$15.7K	﹤0.01%	1738
2025 Q1	–	Sell	-256	Closed	-$14K	–	2553
2024 Q4	$14K	Buy	256 +48	+23%	+$2.7K	﹤0.01%	1716
2024 Q3	$10.7K	Buy	+208	New	+$11K	﹤0.01%	2176

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

Blue Trust Inc's SPMD Position: Q2 2026 in Review

Blue Trust Inc opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026: 42 shares worth $2.84K. The stake represents ﹤0.01% of the portfolio and ranks #2127 among its holdings. This is a return to the name: Blue Trust Inc previously reported a position in SPMD as recently as Q2 2025.

Blue Trust Inc first reported a position in SPMD in Q3 2024 and has held it in 4 quarters since. The position peaked at $16.6K in Q2 2025. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Blue Trust Inc held 42 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.84K as of Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Blue Trust Inc position in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2127 holding.
Blue Trust Inc first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2024 and has held it in 4 quarters since.
Blue Trust Inc's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $16.6K in Q2 2025.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.