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

Capital Advisors Ltd’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	$345K	Hold	5,100	–	–	0.03%	235
2026 Q1	$302K	Hold	5,100	–	–	0.03%	249
2025 Q4	$295K	Hold	5,100	–	–	0.03%	244
2025 Q3	$292K	Hold	5,100	–	–	0.03%	238
2025 Q2	$277K	Hold	5,100	–	–	0.03%	236
2025 Q1	$261K	Hold	5,100	–	–	0.03%	236
2024 Q4	$279K	Hold	5,100	–	–	0.04%	232
2024 Q3	$279K	Hold	5,100	–	–	0.03%	231
2024 Q2	$262K	Hold	5,100	–	–	0.03%	232
2024 Q1	$272K	Hold	5,100	–	–	0.04%	236
2023 Q4	$248K	Hold	5,100	–	–	0.03%	235
2023 Q3	$223K	Hold	5,100	–	–	0.03%	238
2023 Q2	$234K	Hold	5,100	–	–	0.04%	235
2023 Q1	$224K	Hold	5,100	–	–	0.04%	223
2022 Q4	$217K	Hold	5,100	–	–	0.04%	225
2022 Q3	$197K	Hold	5,100	–	–	0.04%	233
2022 Q2	$202K	Hold	5,100	–	–	0.04%	227
2022 Q1	$241K	Hold	5,100	–	–	0.04%	209
2021 Q4	$254K	Hold	5,100	–	–	0.04%	204
2021 Q3	$235K	Hold	5,100	–	–	0.04%	193
2021 Q2	$241K	Hold	5,100	–	–	0.04%	179
2021 Q1	$233K	Hold	5,100	–	–	0.04%	160
2020 Q4	$206K	Hold	5,100	–	–	0.05%	166
2020 Q3	$166K	Sell	5,100 -102	-2%	-$3.35K	0.04%	178
2020 Q2	$165K	Buy	5,202 +2,102	+68%	+$61.4K	0.04%	174
2020 Q1	$79K	Buy	+3,100	New	+$101K	0.02%	218
2018 Q4	–	Sell	-3,687	Closed	-$133K	–	485
2018 Q3	$133K	Buy	+3,687	New	+$133K	0.04%	188
2015 Q2	–	Sell	-183	Closed	-$5K	–	354
2015 Q1	$5K	Buy	+183	New	+$5.18K	﹤0.01%	297

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

Capital Advisors Ltd's SPMD Position: Q2 2026 in Review

Capital Advisors Ltd held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 5,100 shares worth $345K. The position accounts for 0.03% of the portfolio, ranked #235.

Capital Advisors Ltd first reported a position in SPMD in Q1 2015 and has held it in 28 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Capital Advisors Ltd held 5,100 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $345K as of Q2 2026.
Capital Advisors Ltd left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.03% of Capital Advisors Ltd's portfolio in Q2 2026, its #235 holding.
Capital Advisors Ltd first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2015 and has held it in 28 quarters since.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.