Cerity Partners
SPMD icon

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

Cerity 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 		$26.4M Buy
390,075
+2,604
+0.7% +$168K 0.03% 403
2026
Q1 		$22.9M Buy
387,471
+243,175
+169% +$14.8M 0.03% 404
2025
Q4 		$8.36M Buy
144,296
+16,129
+13% +$926K 0.01% 715
2025
Q3 		$7.33M Sell
128,167
-241
-0.2% -$13.6K 0.01% 713
2025
Q2 		$6.98M Buy
128,408
+45,056
+54% +$2.32M 0.01% 674
2025
Q1 		$4.27M Sell
83,352
-1,452
-2% -$79.1K 0.01% 793
2024
Q4 		$4.64M Buy
84,804
+6,435
+8% +$362K 0.01% 745
2024
Q3 		$4.29M Sell
78,369
-703
-0.9% -$37.2K 0.01% 760
2024
Q2 		$4.06M Sell
79,072
-2,425
-3% -$125K 0.01% 673
2024
Q1 		$4.35M Sell
81,497
-1,926
-2% -$95.8K 0.01% 680
2023
Q4 		$4.06M Sell
83,423
-1,254
-1% -$55.9K 0.01% 588
2023
Q3 		$3.71M Sell
84,677
-1,122
-1% -$51.6K 0.02% 470
2023
Q2 		$3.94M Buy
+85,799
New +$3.75M 0.02% 552

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

Cerity Partners's SPMD Position: Q2 2026 in Review

Cerity Partners increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.67% in Q2 2026, buying an estimated $168K and bringing the position to 390,075 shares worth $26.4M. The position accounts for 0.03% of the portfolio, ranked #403.

Cerity Partners first reported a position in SPMD in Q2 2023 and has held it in 13 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Cerity Partners held 390,075 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $26.4M as of Q2 2026.
  • Cerity Partners bought 2,604 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $168K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.03% of Cerity Partners's portfolio in Q2 2026, its #403 holding.
  • Cerity Partners 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.
  • 844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.