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

Caldwell Trust’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	–	Sell	-758	Closed	-$44.9K	–	842
2026 Q1	$44.9K	Hold	758	–	–	﹤0.01%	505
2025 Q4	$43.9K	Buy	+758	New	+$43.5K	﹤0.01%	498
2022 Q2	–	Sell	-245	Closed	-$11.6K	–	760
2022 Q1	$11.6K	Buy	+245	New	+$11.5K	﹤0.01%	631

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

Caldwell Trust's SPMD Position: Q2 2026 in Review

Caldwell Trust sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026, closing a stake of 758 shares — an estimated $44.9K sold.

Caldwell Trust first reported a position in SPMD in Q1 2022 and held it in 3 quarters. The position peaked at $44.9K in Q1 2026. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Caldwell Trust reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
Caldwell Trust sold 758 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $44.9K.
Caldwell Trust first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2022 and held it in 3 quarters.
Caldwell Trust's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $44.9K in Q1 2026.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.