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

Canvas Wealth Advisors’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	$278K	Sell	4,115 -1,084	-21%	-$69.7K	0.04%	200
2026 Q1	$308K	Sell	5,199 -125	-2%	-$7.61K	0.05%	174
2025 Q4	$308K	Sell	5,324 -48	-0.9%	-$2.76K	0.05%	158
2025 Q3	$310K	Sell	5,372 -9,826	-65%	-$554K	0.06%	148
2025 Q2	$856K	Buy	15,198 +5,986	+65%	+$308K	0.17%	79
2025 Q1	$444K	Sell	9,212 -2,710	-23%	-$148K	0.11%	107
2024 Q4	$652K	Sell	11,922 -7,894	-40%	-$444K	0.16%	84
2024 Q3	$1.08M	Sell	19,816 -2,635	-12%	-$139K	0.3%	53
2024 Q2	$1.21M	Buy	22,451 +1,312	+6%	+$67.7K	0.37%	46
2024 Q1	$1.05M	Sell	21,139 -18,104	-46%	-$900K	0.35%	45
2023 Q4	$1.88M	Buy	39,243 +34,020	+651%	+$1.52M	0.68%	31
2023 Q3	$219K	Buy	+5,223	New	+$240K	0.09%	115

Other funds holding SPMD

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

MSA

Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Canvas Wealth Advisors's SPMD Position: Q2 2026 in Review

Canvas Wealth Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 21% in Q2 2026, selling an estimated $69.7K and leaving 4,115 shares worth $278K. The position accounts for 0.04% of the portfolio, ranked #200.

Canvas Wealth Advisors first reported a position in SPMD in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.88M in Q4 2023. 145 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Canvas Wealth Advisors held 4,115 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $278K as of Q2 2026.
Canvas Wealth Advisors sold 1,084 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $69.7K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.04% of Canvas Wealth Advisors's portfolio in Q2 2026, its #200 holding.
Canvas Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2023 and has held it in 12 quarters since.
Canvas Wealth Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.88M in Q4 2023.
145 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.