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Brown, Lisle/Cummings’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Brown, Lisle/Cummings’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 		$155K Buy
2,297
+1,608
+233% +$103K 0.03% 257
2026
Q1 		$40.8K Buy
+689
New +$41.9K 0.01% 384

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 22.9% 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

Brown, Lisle/Cummings's SPMD Position: Q2 2026 in Review

Brown, Lisle/Cummings increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 233% in Q2 2026, buying an estimated $103K and bringing the position to 2,297 shares worth $155K. The position accounts for 0.03% of the portfolio, ranked #257.

Brown, Lisle/Cummings first reported a position in SPMD in Q1 2026 and has held it in 2 quarters since. 846 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Brown, Lisle/Cummings held 2,297 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $155K as of Q2 2026.
  • Brown, Lisle/Cummings bought 1,608 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $103K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.03% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #257 holding.
  • Brown, Lisle/Cummings first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 846 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.