Cahaba Wealth Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Cahaba Wealth Management’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	$31.6M	Sell	467,183 -2,860	-0.6%	-$184K	1.9%	12
2026 Q1	$27.8M	Buy	470,043 +18,297	+4%	+$1.11M	1.89%	12
2025 Q4	$26.2M	Buy	451,746 +14,242	+3%	+$818K	1.82%	13
2025 Q3	$25M	Buy	437,504 +3,859	+0.9%	+$217K	1.81%	13
2025 Q2	$23.6M	Buy	433,645 +110,641	+34%	+$5.7M	1.83%	13
2025 Q1	$16.5M	Buy	323,004 +6,719	+2%	+$366K	1.37%	14
2024 Q4	$17.3M	Sell	316,285 -5,036	-2%	-$283K	1.43%	13
2024 Q3	$17.6M	Sell	321,321 -285	-0.1%	-$15.1K	1.45%	13
2024 Q2	$16.5M	Buy	321,606 +14,974	+5%	+$773K	1.46%	13
2024 Q1	$16.4M	Buy	306,632 +1,683	+0.6%	+$83.7K	1.49%	13
2023 Q4	$14.9M	Buy	304,949 +14,358	+5%	+$640K	1.47%	13
2023 Q3	$12.7M	Buy	290,591 +10,781	+4%	+$496K	1.4%	13
2023 Q2	$12.8M	Buy	279,810 +10,882	+4%	+$475K	1.39%	13
2023 Q1	$11.8M	Buy	268,928 +19,204	+8%	+$860K	1.35%	13
2022 Q4	$10.6M	Buy	249,724 +17,176	+7%	+$729K	1.32%	13
2022 Q3	$8.97M	Buy	232,548 +20,547	+10%	+$871K	1.24%	13
2022 Q2	$8.41M	Buy	212,001 +16,364	+8%	+$710K	1.2%	12
2022 Q1	$8.57M	Buy	195,637 +8,368	+4%	+$391K	1.18%	12
2021 Q4	$9.31M	Sell	187,269 -1,239	-0.7%	-$60.5K	1.24%	11
2021 Q3	$8.7M	Buy	188,508 +7,199	+4%	+$340K	1.28%	10
2021 Q2	$8.59M	Sell	181,309 -24,569	-12%	-$1.17M	1.33%	10
2021 Q1	$9.42M	Buy	205,878 +2,925	+1%	+$128K	1.46%	10
2020 Q4	$8.76M	Buy	202,953 +2,848	+1%	+$106K	1.44%	10
2020 Q3	$6.53M	Buy	200,105 +998	+0.5%	+$32.8K	1.29%	12
2020 Q2	$6.59M	Buy	199,107 +96,496	+94%	+$2.82M	1.36%	12
2020 Q1	$2.6M	Buy	102,611 +94,472	+1,161%	+$3.09M	0.66%	19
2019 Q4	$294K	Buy	8,139 +27	+0.3%	+$941	0.07%	64
2019 Q3	$274K	Buy	8,112 +23	+0.3%	+$775	0.07%	63
2019 Q2	$275K	Buy	8,089 +458	+6%	+$15.4K	0.07%	63
2019 Q1	$254K	Sell	7,631 -44,556	-85%	-$1.46M	0.07%	64
2018 Q4	$1.53M	Buy	+52,187	New	+$1.7M	0.47%	30

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

Cahaba Wealth Management's SPMD Position: Q2 2026 in Review

Cahaba Wealth Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.61% in Q2 2026, selling an estimated $184K and leaving 467,183 shares worth $31.6M. The position accounts for 1.9% of the portfolio, ranked #12.

Cahaba Wealth Management first reported a position in SPMD in Q4 2018 and has held it in 31 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Cahaba Wealth Management held 467,183 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $31.6M as of Q2 2026.
Cahaba Wealth Management sold 2,860 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $184K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.9% of Cahaba Wealth Management's portfolio in Q2 2026, its #12 holding.
Cahaba Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2018 and has held it in 31 quarters since.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.