Cape Investment Advisory’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Cape Investment Advisory’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	$61.5K	Buy	+910	New	+$58.5K	0.02%	446
2026 Q1	–	Sell	-1,232	Closed	-$71.3K	–	1063
2025 Q4	$71.3K	Buy	1,232 +228	+23%	+$13.1K	0.02%	351
2025 Q3	$57.4K	Buy	1,004 +136	+16%	+$7.66K	0.06%	213
2025 Q2	$47.2K	Sell	868 -40	-4%	-$2.06K	0.02%	375
2025 Q1	$46.5K	Buy	908 +818	+909%	+$44.6K	0.02%	347
2024 Q4	$4.92K	Hold	90	–	–	﹤0.01%	746
2024 Q3	$4.92K	Buy	90 +10	+13%	+$529	﹤0.01%	704
2024 Q2	$4.1K	Sell	80 -175	-69%	-$9.03K	﹤0.01%	702
2024 Q1	$13.6K	Sell	255 -10	-4%	-$497	0.01%	489
2023 Q4	$12.9K	Sell	265 -271	-51%	-$12.1K	0.01%	616
2023 Q3	$23.5K	Buy	536 +7	+1%	+$322	0.01%	420
2023 Q2	$24.3K	Buy	529 +53	+11%	+$2.32K	0.01%	408
2023 Q1	$20.9K	Buy	+476	New	+$21.3K	0.01%	413

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 Investment Advisory's SPMD Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026: 910 shares worth $61.5K. The stake represents 0.02% of the portfolio and ranks #446 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in SPMD as recently as Q4 2025.

Cape Investment Advisory first reported a position in SPMD in Q1 2023 and has held it in 13 quarters since. The position peaked at $71.3K in Q4 2025. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Cape Investment Advisory held 910 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $61.5K as of Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Cape Investment Advisory position in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #446 holding.
Cape Investment Advisory first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2023 and has held it in 13 quarters since.
Cape Investment Advisory's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $71.3K in Q4 2025.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.