CSPIA
SPMD icon

Cary Street Partners Investment Advisory’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Cary Street Partners Investment Advisory’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 		$8.31K Sell
123
-58
-32% -$3.73K ﹤0.01% 696
2026
Q1 		$10.7K Sell
181
-39
-18% -$2.37K ﹤0.01% 630
2025
Q4 		$12.7K Buy
+220
New +$12.6K ﹤0.01% 607
2024
Q4 		– Sell
-52,841
Closed -$2.89M – 727
2024
Q3 		$2.89M Buy
52,841
+5,479
+12% +$290K 0.11% 206
2024
Q2 		$2.43M Buy
47,362
+9,105
+24% +$470K 0.1% 218
2024
Q1 		$2.04M Buy
38,257
+15,053
+65% +$749K 0.09% 239
2023
Q4 		$1.13M Buy
23,204
+10,905
+89% +$486K 0.05% 297
2023
Q3 		$539K Buy
12,299
+2,322
+23% +$107K 0.03% 379
2023
Q2 		$458K Sell
9,977
-873
-8% -$38.1K 0.03% 372
2023
Q1 		$477K Buy
10,850
+58
+0.5% +$2.6K 0.03% 342
2022
Q4 		$459K Sell
10,792
-440
-4% -$18.7K 0.03% 347
2022
Q3 		$433K Sell
11,232
-617
-5% -$26.2K 0.04% 335
2022
Q2 		$470K Buy
+11,849
New +$514K 0.04% 307
2020
Q4 		– Sell
-3,800
Closed -$124K – 797
2020
Q3 		$124K Buy
+3,800
New +$125K 0.03% 340

Other funds holding SPMD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Cary Street Partners Investment Advisory's SPMD Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 32% in Q2 2026, selling an estimated $3.73K and leaving 123 shares worth $8.31K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Cary Street Partners Investment Advisory first reported a position in SPMD in Q3 2020 and has held it in 14 quarters since. The position peaked at $2.89M in Q3 2024. 656 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Cary Street Partners Investment Advisory held 123 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $8.31K as of Q2 2026.
  • Cary Street Partners Investment Advisory sold 58 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $3.73K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #696 holding.
  • Cary Street Partners Investment Advisory first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2020 and has held it in 14 quarters since.
  • Cary Street Partners Investment Advisory's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.89M in Q3 2024.
  • 656 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.