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

Carroll Advisory Group’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	$3.15M	Buy	46,616 +13	+0%	+$836	1.03%	25
2026 Q1	$2.76M	Sell	46,603 -1,387	-3%	-$84.4K	1.07%	25
2025 Q4	$2.78M	Buy	+47,990	New	+$2.76M	1.2%	23

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

Carroll Advisory Group's SPMD Position: Q2 2026 in Review

Carroll Advisory Group increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.03% in Q2 2026, buying an estimated $836 and bringing the position to 46,616 shares worth $3.15M. The position accounts for 1.03% of the portfolio, ranked #25.

Carroll Advisory Group first reported a position in SPMD in Q4 2025 and has held it in 3 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Carroll Advisory Group held 46,616 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.15M as of Q2 2026.
Carroll Advisory Group bought 13 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $836.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.03% of Carroll Advisory Group's portfolio in Q2 2026, its #25 holding.
Carroll Advisory Group 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.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

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