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

Bradley Foster & Sargent’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	$2.1M	Buy	31,035 +2,591	+9%	+$167K	0.03%	235
2026 Q1	$1.68M	Sell	28,444 -3,728	-12%	-$227K	0.03%	242
2025 Q4	$1.86M	Sell	32,172 -1,573	-5%	-$90.4K	0.03%	234
2025 Q3	$1.93M	Sell	33,745 -1,600	-5%	-$90.1K	0.03%	230
2025 Q2	$1.92M	Buy	+35,345	New	+$1.82M	0.03%	219

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

Bradley Foster & Sargent's SPMD Position: Q2 2026 in Review

Bradley Foster & Sargent increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 9.1% in Q2 2026, buying an estimated $167K and bringing the position to 31,035 shares worth $2.1M. The position accounts for 0.03% of the portfolio, ranked #235.

Bradley Foster & Sargent first reported a position in SPMD in Q2 2025 and has held it in 5 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Bradley Foster & Sargent held 31,035 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.1M as of Q2 2026.
Bradley Foster & Sargent bought 2,591 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $167K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.03% of Bradley Foster & Sargent's portfolio in Q2 2026, its #235 holding.
Bradley Foster & Sargent first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2025 and has held it in 5 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 Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.