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Butensky & Cohen Financial Security’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Butensky & Cohen Financial Security’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 		$1.29M Sell
19,088
-545
-3% -$35.1K 0.32% 87
2026
Q1 		$1.16M Buy
19,633
+39
+0.2% +$2.37K 0.31% 87
2025
Q4 		$1.13M Buy
19,594
+428
+2% +$24.6K 0.31% 86
2025
Q3 		$1.1M Buy
19,166
+139
+0.7% +$7.83K 0.31% 83
2025
Q2 		$1.03M Buy
19,027
+841
+5% +$43.3K 0.31% 84
2025
Q1 		$931K Buy
18,186
+293
+2% +$16K 0.28% 85
2024
Q4 		$979K Sell
17,893
-191
-1% -$10.7K 0.31% 84
2024
Q3 		$989K Sell
18,084
-168
-0.9% -$8.88K 0.29% 83
2024
Q2 		$936K Sell
18,252
-239
-1% -$12.3K 0.3% 83
2024
Q1 		$986K Buy
18,491
+441
+2% +$21.9K 0.31% 79
2023
Q4 		$879K Buy
18,050
+64
+0.4% +$2.85K 0.29% 81
2023
Q3 		$788K Sell
17,986
-200
-1% -$9.2K 0.29% 83
2023
Q2 		$835K Buy
18,186
+631
+4% +$27.6K 0.3% 82
2023
Q1 		$771K Buy
17,555
+194
+1% +$8.68K 0.28% 82
2022
Q4 		$738K Buy
17,361
+1,025
+6% +$43.5K 0.27% 82
2022
Q3 		$630K Buy
16,336
+1,364
+9% +$57.8K 0.26% 84
2022
Q2 		$594K Buy
+14,972
New +$649K 0.24% 88

Other funds holding SPMD

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Butensky & Cohen Financial Security's SPMD Position: Q2 2026 in Review

Butensky & Cohen Financial Security reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.8% in Q2 2026, selling an estimated $35.1K and leaving 19,088 shares worth $1.29M. The position accounts for 0.32% of the portfolio, ranked #87.

Butensky & Cohen Financial Security first reported a position in SPMD in Q2 2022 and has held it in 17 quarters since. 215 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Butensky & Cohen Financial Security held 19,088 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.29M as of Q2 2026.
  • Butensky & Cohen Financial Security sold 545 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $35.1K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.32% of Butensky & Cohen Financial Security's portfolio in Q2 2026, its #87 holding.
  • Butensky & Cohen Financial Security first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • 215 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Butensky & Cohen Financial Security's 13F filing for Q2 2026, filed 10 Jul 2026.