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SPMD icon

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

Centaurus Financial’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 		$1.75M Buy
25,948
+14,441
+125% +$929K 0.07% 281
2026
Q1 		$681K Buy
11,507
+9,586
+499% +$584K 0.03% 438
2025
Q4 		$111K Sell
1,921
-33
-2% -$1.9K 0.01% 992
2025
Q3 		$112K Sell
1,954
-45,805
-96% -$2.58M 0.01% 985
2025
Q2 		$2.6M Buy
47,759
+1,061
+2% +$54.6K 0.15% 155
2025
Q1 		$2.39M Sell
46,698
-563
-1% -$30.7K 0.14% 149
2024
Q4 		$2.58M Buy
47,261
+1,959
+4% +$110K 0.16% 134
2024
Q3 		$2.48M Buy
45,302
+526
+1% +$27.8K 0.16% 138
2024
Q2 		$2.3M Buy
44,776
+1,882
+4% +$97.1K 0.15% 141
2024
Q1 		$2.29M Sell
42,894
-391
-0.9% -$19.4K 0.16% 138
2023
Q4 		$2.11M Buy
+43,285
New +$1.93M 0.16% 134
2023
Q1 		– Sell
-6,275
Closed -$267K – 940
2022
Q4 		$267K Buy
6,275
+178
+3% +$7.56K 0.03% 523
2022
Q3 		$235K Sell
6,097
-529
-8% -$22.4K 0.02% 565
2022
Q2 		$263K Sell
6,626
-60,283
-90% -$2.61M 0.03% 526
2022
Q1 		$3.15M Buy
66,909
+3,792
+6% +$177K 0.25% 103
2021
Q4 		$3.14M Buy
63,117
+3,470
+6% +$170K 0.24% 108
2021
Q3 		$2.75M Buy
59,647
+4,438
+8% +$210K 0.23% 104
2021
Q2 		$2.61M Buy
55,209
+924
+2% +$43.8K 0.22% 111
2021
Q1 		$2.48M Buy
54,285
+6,642
+14% +$292K 0.25% 104
2020
Q4 		$1.93M Buy
47,643
+4,413
+10% +$164K 0.2% 119
2020
Q3 		$1.41M Buy
43,230
+3,097
+8% +$102K 0.2% 126
2020
Q2 		$1.25M Buy
40,133
+742
+2% +$21.7K 0.19% 140
2020
Q1 		$998K Buy
39,391
+3,416
+9% +$112K 0.2% 131
2019
Q4 		$1.3M Buy
35,975
+5,758
+19% +$201K 0.18% 131
2019
Q3 		$1.02M Buy
30,217
+5,997
+25% +$202K 0.16% 156
2019
Q2 		$825K Buy
24,220
+2,705
+13% +$91.1K 0.13% 188
2019
Q1 		$717K Buy
21,515
+7,515
+54% +$246K 0.12% 199
2018
Q4 		$404K Buy
14,000
+8,000
+133% +$260K 0.09% 221
2018
Q3 		$232K Buy
6,000
+446
+8% +$16.1K 0.04% 356
2018
Q2 		$194K Buy
+5,554
New +$191K 0.03% 524

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Centaurus Financial's SPMD Position: Q2 2026 in Review

Centaurus Financial increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 125% in Q2 2026, buying an estimated $929K and bringing the position to 25,948 shares worth $1.75M. The position accounts for 0.07% of the portfolio, ranked #281.

Centaurus Financial first reported a position in SPMD in Q2 2018 and has held it in 30 quarters since. The position peaked at $3.15M in Q1 2022. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Centaurus Financial held 25,948 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.75M as of Q2 2026.
  • Centaurus Financial bought 14,441 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $929K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.07% of Centaurus Financial's portfolio in Q2 2026, its #281 holding.
  • Centaurus Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2018 and has held it in 30 quarters since.
  • Centaurus Financial's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $3.15M in Q1 2022.
  • 844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.