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

Capital Investment Management’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 		$3.7M Buy
54,711
+377
+0.7% +$24.3K 1.13% 19
2026
Q1 		$3.22M Buy
54,334
+1,503
+3% +$91.5K 1.11% 20
2025
Q4 		$3.06M Buy
+52,831
New +$3.03M 1.07% 19

Other funds holding SPMD

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Capital Investment Management's SPMD Position: Q2 2026 in Review

Capital Investment Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.69% in Q2 2026, buying an estimated $24.3K and bringing the position to 54,711 shares worth $3.7M. The position accounts for 1.13% of the portfolio, ranked #19.

Capital Investment Management first reported a position in SPMD in Q4 2025 and has held it in 3 quarters since. 281 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Capital Investment Management held 54,711 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.7M as of Q2 2026.
  • Capital Investment Management bought 377 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $24.3K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.13% of Capital Investment Management's portfolio in Q2 2026, its #19 holding.
  • Capital Investment Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 281 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

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