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

Brown Advisory’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	$1.87M	Buy	27,711 +23,051	+495%	+$1.48M	﹤0.01%	742
2026 Q1	$276K	Buy	4,660 +343	+8%	+$20.9K	﹤0.01%	1238
2025 Q4	$250K	Buy	4,317 +108	+3%	+$6.2K	﹤0.01%	1272
2025 Q3	$241K	Buy	4,209 +17	+0.4%	+$958	﹤0.01%	1279
2025 Q2	$228K	Buy	+4,192	New	+$216K	﹤0.01%	1259
2022 Q1	–	Sell	-4,041	Closed	-$201K	–	1237
2021 Q4	$201K	Buy	+4,041	New	+$197K	﹤0.01%	1171

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

Brown Advisory's SPMD Position: Q2 2026 in Review

Brown Advisory increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 495% in Q2 2026, buying an estimated $1.48M and bringing the position to 27,711 shares worth $1.87M. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Brown Advisory first reported a position in SPMD in Q4 2021 and has held it in 6 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Brown Advisory held 27,711 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.87M as of Q2 2026.
Brown Advisory bought 23,051 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $1.48M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Brown Advisory's portfolio in Q2 2026, its #742 holding.
Brown Advisory first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and has held it in 6 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 Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.