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

Caitlin John’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	$1.82M	Buy	26,940 +15,681	+139%	+$1.01M	0.99%	18
2026 Q1	$667K	Sell	11,259 -1,577	-12%	-$96K	0.4%	40
2025 Q4	$743K	Buy	12,836 +5,485	+75%	+$315K	0.49%	43
2025 Q3	$420K	Buy	7,351 +2,015	+38%	+$114K	0.29%	73
2025 Q2	$290K	Buy	+5,336	New	+$275K	0.26%	100
2025 Q1	–	Sell	-1,013	Closed	-$55.4K	–	694
2024 Q4	$55.4K	Sell	1,013 -16	-2%	-$900	0.04%	216
2024 Q3	$59.1K	Buy	1,029 +292	+40%	+$15.4K	0.04%	216
2024 Q2	$37.8K	Buy	737 +230	+45%	+$11.9K	0.03%	282
2024 Q1	$27K	Sell	507 -64	-11%	-$3.18K	0.02%	312
2023 Q4	$27.8K	Buy	+571	New	+$25.4K	0.02%	292

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

Caitlin John's SPMD Position: Q2 2026 in Review

Caitlin John increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 139% in Q2 2026, buying an estimated $1.01M and bringing the position to 26,940 shares worth $1.82M. The position accounts for 0.99% of the portfolio, ranked #18.

Caitlin John first reported a position in SPMD in Q4 2023 and has held it in 10 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Caitlin John held 26,940 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.82M as of Q2 2026.
Caitlin John bought 15,681 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $1.01M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.99% of Caitlin John's portfolio in Q2 2026, its #18 holding.
Caitlin John first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 10 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 Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.