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Cape Cod Five Cents Savings Bank’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Cape Cod Five Cents Savings Bank’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
2025
Q4 		$982K Hold
17,963
– – 0.09% 112
2025
Q3 		$982K Hold
17,963
– – 0.09% 112
2025
Q2 		$982K Hold
17,963
– – 0.09% 112
2025
Q1 		$982K Hold
17,963
– – 0.09% 112
2024
Q4 		$982K Hold
17,963
– – 0.09% 112
2024
Q3 		$982K Sell
17,963
-348
-2% -$18.4K 0.09% 112
2024
Q2 		$939K Sell
18,311
-1,480
-7% -$76.4K 0.09% 111
2024
Q1 		$1.06M Hold
19,791
– – 0.1% 109
2023
Q4 		$964K Sell
19,791
-15,561
-44% -$693K 0.1% 111
2023
Q3 		$1.55M Buy
35,352
+17,676
+100% +$813K 0.08% 113
2023
Q2 		$811K Buy
17,676
+25
+0.1% +$1.09K 0.09% 116
2023
Q1 		$776K Sell
17,651
-5,226
-23% -$234K 0.08% 117
2022
Q4 		$972K Buy
22,877
+17,379
+316% +$738K 0.11% 112
2022
Q3 		$212K Sell
5,498
-6,405
-54% -$272K 0.03% 182
2022
Q2 		$472K Sell
11,903
-15,143
-56% -$657K 0.05% 140
2022
Q1 		$1.27M Buy
+27,046
New +$1.26M 0.13% 106

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Cape Cod Five Cents Savings Bank's SPMD Position: Q4 2025 in Review

Cape Cod Five Cents Savings Bank held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q4 2025 at 17,963 shares worth $982K. The position accounts for 0.09% of the portfolio, ranked #112.

Cape Cod Five Cents Savings Bank first reported a position in SPMD in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.55M in Q3 2023. 793 funds tracked by Wall St. Rank hold SPMD as of Q4 2025.

  • Cape Cod Five Cents Savings Bank held 17,963 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $982K as of Q4 2025.
  • Cape Cod Five Cents Savings Bank left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q4 2025.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.09% of Cape Cod Five Cents Savings Bank's portfolio in Q4 2025, its #112 holding.
  • Cape Cod Five Cents Savings Bank first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2022 and has held it in 16 quarters since.
  • Cape Cod Five Cents Savings Bank's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.55M in Q3 2023.
  • 793 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2025.

Based on Cape Cod Five Cents Savings Bank's 13F filing for Q4 2025, filed 13 Feb 2026.