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

Capital Management Associates Inc’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	$1.16M	Buy	17,194 +77	+0.4%	+$4.95K	0.23%	62
2026 Q1	$1.01M	Buy	17,117 +53	+0.3%	+$3.23K	0.23%	61
2025 Q4	$988K	Buy	17,064 +63	+0.4%	+$3.62K	0.22%	64
2025 Q3	$972K	Buy	17,001 +58	+0.3%	+$3.27K	0.26%	55
2025 Q2	$921K	Sell	16,943 -16,811	-50%	-$866K	0.29%	51
2025 Q1	$1.73M	Buy	33,754 +25,710	+320%	+$1.4M	0.39%	39
2024 Q4	$440K	Buy	8,044 +30	+0.4%	+$1.69K	0.16%	69
2024 Q3	$438K	Buy	+8,014	New	+$424K	0.18%	69
2024 Q1	–	Sell	-49	Closed	-$386K	–	92
2023 Q4	$386K	Buy	+49	New	+$2.18K	0.23%	55

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

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

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

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Capital Management Associates Inc's SPMD Position: Q2 2026 in Review

Capital Management Associates Inc increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.45% in Q2 2026, buying an estimated $4.95K and bringing the position to 17,194 shares worth $1.16M. The position accounts for 0.23% of the portfolio, ranked #62.

Capital Management Associates Inc first reported a position in SPMD in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.73M in Q1 2025. 211 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Capital Management Associates Inc held 17,194 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.16M as of Q2 2026.
Capital Management Associates Inc bought 77 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $4.95K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.23% of Capital Management Associates Inc's portfolio in Q2 2026, its #62 holding.
Capital Management Associates Inc first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 9 quarters since.
Capital Management Associates Inc's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.73M in Q1 2025.
211 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Capital Management Associates Inc's 13F filing for Q2 2026, filed 22 Jul 2026.