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

Cavalier Investments’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	$1.78M	Sell	26,284 -3,255	-11%	-$209K	0.07%	56
2026 Q1	$1.75M	Sell	29,539 -2,100	-7%	-$128K	0.05%	91
2025 Q4	$1.83M	Sell	31,639 -4,424	-12%	-$254K	0.09%	64
2025 Q3	$2.06M	Sell	36,063 -777	-2%	-$43.8K	0.17%	66
2025 Q2	$2M	Sell	36,840 -4,662	-11%	-$240K	0.61%	37
2025 Q1	$2.12M	Sell	41,502 -5,738	-12%	-$313K	0.72%	40
2024 Q4	$2.58M	Sell	47,240 -5,208	-10%	-$293K	0.86%	28
2024 Q3	$2.87M	Sell	52,448 -2,604	-5%	-$138K	0.88%	29
2024 Q2	$2.82M	Hold	55,052	–	–	0.87%	31
2024 Q1	$2.94M	Hold	55,052	–	–	1.07%	24
2023 Q4	$2.68M	Sell	55,052 -1,752	-3%	-$78.1K	0.99%	27
2023 Q3	$2.49M	Sell	56,804 -8,292	-13%	-$381K	0.97%	30
2023 Q2	$2.99M	Buy	+65,096	New	+$2.84M	1.09%	27

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

Cavalier Investments's SPMD Position: Q2 2026 in Review

Cavalier Investments reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 11% in Q2 2026, selling an estimated $209K and leaving 26,284 shares worth $1.78M. The position accounts for 0.07% of the portfolio, ranked #56.

Cavalier Investments first reported a position in SPMD in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.99M in Q2 2023. 842 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Cavalier Investments held 26,284 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.78M as of Q2 2026.
Cavalier Investments sold 3,255 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $209K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.07% of Cavalier Investments's portfolio in Q2 2026, its #56 holding.
Cavalier Investments first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2023 and has held it in 13 quarters since.
Cavalier Investments's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.99M in Q2 2023.
842 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Cavalier Investments's 13F filing for Q2 2026, filed 14 Aug 2026.