Callan Family Office’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Callan Family Office’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	$243K	Buy	+3,603	New	+$232K	﹤0.01%	1072

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

Callan Family Office's SPMD Position: Q2 2026 in Review

Callan Family Office opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026: 3,603 shares worth $243K. The stake represents ﹤0.01% of the portfolio and ranks #1072 among its holdings.

840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Callan Family Office held 3,603 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $243K as of Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Callan Family Office position in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Callan Family Office's portfolio in Q2 2026, its #1072 holding.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.