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

Brinker Capital Investments’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 		$8.85M Sell
131,050
-801
-0.6% -$51.5K 0.07% 252
2026
Q1 		$7.81M Sell
131,851
-4,845
-4% -$295K 0.07% 256
2025
Q4 		$7.92M Sell
136,696
-3,202
-2% -$184K 0.06% 297
2025
Q3 		$8M Sell
139,898
-8,232
-6% -$464K 0.06% 287
2025
Q2 		$8.06M Sell
148,130
-36,484
-20% -$1.88M 0.07% 273
2025
Q1 		$9.45M Sell
184,614
-2,212
-1% -$121K 0.09% 213
2024
Q4 		$10.2M Buy
186,826
+561
+0.3% +$31.6K 0.1% 192
2024
Q3 		$10.2M Sell
186,265
-5,539
-3% -$293K 0.1% 197
2024
Q2 		$9.84M Sell
191,804
-7,001
-4% -$361K 0.1% 190
2024
Q1 		$10.6M Buy
198,805
+140,833
+243% +$7M 0.11% 184
2023
Q4 		$2.79M Buy
57,972
+27,380
+90% +$1.22M 0.03% 475
2023
Q3 		$1.34M Sell
30,592
-14,753
-33% -$678K 0.02% 792
2023
Q2 		$2.08M Buy
45,345
+13,188
+41% +$576K 0.02% 633
2023
Q1 		$1.41M Buy
32,157
+17,274
+116% +$773K 0.02% 734
2022
Q4 		$633K Sell
14,883
-116
-0.8% -$4.92K 0.01% 901
2022
Q3 		$578K Sell
14,999
-206
-1% -$8.73K 0.01% 897
2022
Q2 		$603K Sell
15,205
-389
-2% -$16.9K 0.01% 916
2022
Q1 		$735K Sell
15,594
-953
-6% -$44.6K 0.01% 903
2021
Q4 		$823K Sell
16,547
-3,569
-18% -$174K 0.01% 895
2021
Q3 		$929K Buy
20,116
+665
+3% +$31.4K 0.01% 798
2021
Q2 		$918K Buy
19,451
+4,954
+34% +$235K 0.01% 856
2021
Q1 		$663K Buy
14,497
+1,888
+15% +$82.9K 0.01% 819
2020
Q4 		$509K Buy
12,609
+91
+0.7% +$3.38K 0.01% 835
2020
Q3 		$408K Buy
12,518
+575
+5% +$18.9K 0.01% 944
2020
Q2 		$373K Buy
11,943
+1,391
+13% +$40.6K 0.02% 267
2020
Q1 		$267K Buy
10,552
+3,586
+51% +$117K 0.01% 285
2019
Q4 		$252K Buy
6,966
+3,213
+86% +$112K 0.01% 303
2019
Q3 		$127K Sell
3,753
-24,279
-87% -$818K ﹤0.01% 360
2019
Q2 		$955K Buy
28,032
+12,861
+85% +$433K 0.03% 260
2019
Q1 		$506K Buy
+15,171
New +$496K 0.02% 289

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

Brinker Capital Investments's SPMD Position: Q2 2026 in Review

Brinker Capital Investments reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.61% in Q2 2026, selling an estimated $51.5K and leaving 131,050 shares worth $8.85M. The position accounts for 0.07% of the portfolio, ranked #252.

Brinker Capital Investments first reported a position in SPMD in Q1 2019 and has held it in 30 quarters since. The position peaked at $10.6M in Q1 2024. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Brinker Capital Investments held 131,050 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $8.85M as of Q2 2026.
  • Brinker Capital Investments sold 801 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $51.5K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.07% of Brinker Capital Investments's portfolio in Q2 2026, its #252 holding.
  • Brinker Capital Investments first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • Brinker Capital Investments's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $10.6M in Q1 2024.
  • 840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.