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

Cary Street Partners’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	$2.8M	Buy	41,417 +3,115	+8%	+$200K	0.06%	297
2026 Q1	$2.27M	Sell	38,302 -1,443	-4%	-$87.8K	0.06%	308
2025 Q4	$2.3M	Sell	39,745 -440	-1%	-$25.3K	0.06%	307
2025 Q3	$2.3M	Buy	40,185 +139	+0.3%	+$7.83K	0.06%	302
2025 Q2	$2.18M	Sell	40,046 -167,153	-81%	-$8.61M	0.06%	297
2025 Q1	$10.6M	Buy	207,199 +9,616	+5%	+$524K	0.34%	75
2024 Q4	$10.8M	Buy	+197,583	New	+$11.1M	0.35%	72

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

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

Cary Street Partners increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 8.1% in Q2 2026, buying an estimated $200K and bringing the position to 41,417 shares worth $2.8M. The position accounts for 0.06% of the portfolio, ranked #297.

Cary Street Partners first reported a position in SPMD in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.8M in Q4 2024. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Cary Street Partners held 41,417 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.8M as of Q2 2026.
Cary Street Partners bought 3,115 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $200K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.06% of Cary Street Partners's portfolio in Q2 2026, its #297 holding.
Cary Street Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $10.8M in Q4 2024.
840 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's 13F filing for Q2 2026, filed 17 Jul 2026.