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

Capital Analysts LLC’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 		$3.85M Buy
57,041
+5,219
+10% +$336K 0.09% 180
2026
Q1 		$3.07M Buy
51,822
+242
+0.5% +$14.7K 0.08% 203
2025
Q4 		$2.99M Buy
51,580
+7,917
+18% +$455K 0.08% 196
2025
Q3 		$2.5M Buy
43,663
+5,852
+15% +$330K 0.07% 213
2025
Q2 		$2.06M Sell
37,811
-623
-2% -$32.1K 0.07% 210
2025
Q1 		$1.97M Sell
38,434
-114,310
-75% -$6.23M 0.07% 199
2024
Q4 		$8.35M Sell
152,744
-744
-0.5% -$41.9K 0.34% 68
2024
Q3 		$8.39M Buy
153,488
+7,391
+5% +$391K 0.34% 68
2024
Q2 		$7.5M Buy
146,097
+9,281
+7% +$479K 0.33% 73
2024
Q1 		$7.3M Buy
136,816
+22,660
+20% +$1.13M 0.34% 70
2023
Q4 		$5.56M Buy
114,156
+2,623
+2% +$117K 0.28% 80
2023
Q3 		$4.88M Sell
111,533
-386
-0.3% -$17.7K 0.27% 81
2023
Q2 		$5.14M Sell
111,919
-153
-0.1% -$6.68K 0.29% 80
2023
Q1 		$4.92M Sell
112,072
-20,648
-16% -$924K 0.28% 86
2022
Q4 		$5.64M Buy
132,720
+3,794
+3% +$161K 0.34% 66
2022
Q3 		$4.97M Buy
128,926
+3,870
+3% +$164K 0.34% 69
2022
Q2 		$4.96M Sell
125,056
-4,982
-4% -$216K 0.35% 67
2022
Q1 		$6.13M Sell
130,038
-3,177
-2% -$149K 0.39% 57
2021
Q4 		$6.63M Buy
133,215
+552
+0.4% +$27K 0.4% 50
2021
Q3 		$6.12M Sell
132,663
-4,499
-3% -$212K 0.4% 49
2021
Q2 		$6.47M Sell
137,162
-14,912
-10% -$708K 0.43% 43
2021
Q1 		$6.96M Buy
152,074
+7,839
+5% +$344K 0.48% 36
2020
Q4 		$5.83M Buy
144,235
+56,300
+64% +$2.09M 0.51% 31
2020
Q3 		$2.87M Buy
87,935
+8,755
+11% +$288K 0.27% 77
2020
Q2 		$2.47M Buy
79,180
+40,687
+106% +$1.19M 0.26% 85
2020
Q1 		$975K Sell
38,493
-435
-1% -$14.2K 0.12% 144
2019
Q4 		$1.41M Sell
38,928
-13
-0% -$453 0.14% 145
2019
Q3 		$1.32M Sell
38,941
-149
-0.4% -$5.02K 0.14% 138
2019
Q2 		$1.33M Buy
39,090
+2,241
+6% +$75.5K 0.15% 131
2019
Q1 		$1.23M Sell
36,849
-202,025
-85% -$6.6M 0.14% 130
2018
Q4 		$7.03M Sell
238,874
-31,889
-12% -$1.04M 0.92% 16
2018
Q3 		$9.79M Buy
270,763
+27,585
+11% +$998K 1.12% 14
2018
Q2 		$8.48M Sell
243,178
-1,793
-0.7% -$61.7K 1.01% 14
2018
Q1 		$8.12M Buy
244,971
+1,876
+0.8% +$63.2K 1% 14
2017
Q4 		$8.11M Sell
243,095
-4
-0% -$131 1.02% 15
2017
Q3 		$7.76M Buy
243,099
+39,315
+19% +$1.21M 1.04% 15
2017
Q2 		$6.31M Buy
203,784
+1,284
+0.6% +$39.2K 0.9% 18
2017
Q1 		$6.15M Buy
+202,500
New +$6.12M 0.97% 18

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
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 Analysts LLC's SPMD Position: Q2 2026 in Review

Capital Analysts LLC increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 10% in Q2 2026, buying an estimated $336K and bringing the position to 57,041 shares worth $3.85M. The position accounts for 0.09% of the portfolio, ranked #180.

Capital Analysts LLC first reported a position in SPMD in Q1 2017 and has held it in 38 quarters since. The position peaked at $9.79M in Q3 2018. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Capital Analysts LLC held 57,041 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.85M as of Q2 2026.
  • Capital Analysts LLC bought 5,219 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $336K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.09% of Capital Analysts LLC's portfolio in Q2 2026, its #180 holding.
  • Capital Analysts LLC first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2017 and has held it in 38 quarters since.
  • Capital Analysts LLC's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $9.79M in Q3 2018.
  • 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 Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.