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
2026 Q2	$1.01M	Buy	+14,955	New	+$962K	0.08%	115
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 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

Cape Cod Five Cents Savings Bank's SPMD Position: Q2 2026 in Review

Cape Cod Five Cents Savings Bank opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026: 14,955 shares worth $1.01M. The stake represents 0.08% of the portfolio and ranks #115 among its holdings. This is a return to the name: Cape Cod Five Cents Savings Bank previously reported a position in SPMD as recently as Q4 2025.

Cape Cod Five Cents Savings Bank first reported a position in SPMD in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.55M in Q3 2023. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Cape Cod Five Cents Savings Bank held 14,955 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.01M as of Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Cape Cod Five Cents Savings Bank position in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.08% of Cape Cod Five Cents Savings Bank's portfolio in Q2 2026, its #115 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 17 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.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Cape Cod Five Cents Savings Bank's 13F filing for Q2 2026, filed 14 Aug 2026.