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

CFS Investment Advisory Services’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 		$1.61M Sell
24,174
-644
-3% -$41.4K 0.11% 151
2026
Q1 		$1.59M Sell
24,818
-2,451
-9% -$149K 0.11% 147
2025
Q4 		$1.58M Buy
27,269
+2,811
+11% +$161K 0.12% 137
2025
Q3 		$1.41M Buy
24,458
+1,877
+8% +$106K 0.11% 150
2025
Q2 		$1.23M Buy
22,581
+2,515
+13% +$130K 0.1% 153
2025
Q1 		$1.03M Sell
20,066
-195
-1% -$10.6K 0.09% 170
2024
Q4 		$1.11M Buy
20,261
+1,056
+5% +$59.4K 0.1% 147
2024
Q3 		$1.05M Buy
19,205
+1,207
+7% +$63.8K 0.09% 150
2024
Q2 		$923K Sell
17,998
-600
-3% -$31K 0.07% 147
2024
Q1 		$992K Buy
18,598
+7,649
+70% +$380K 0.17% 85
2023
Q4 		$533K Buy
10,949
+552
+5% +$24.6K 0.1% 98
2023
Q3 		$455K Buy
10,397
+770
+8% +$35.4K 0.07% 120
2023
Q2 		$442K Buy
9,627
+56
+0.6% +$2.45K 0.06% 171
2023
Q1 		$421K Sell
9,571
-4,049
-30% -$181K 0.08% 104
2022
Q4 		$579K Sell
13,620
-1,445
-10% -$61.3K 0.13% 81
2022
Q3 		$581K Sell
15,065
-725
-5% -$30.7K 0.15% 70
2022
Q2 		$627K Buy
+15,790
New +$685K 0.1% 152
2021
Q4 		$1.2M Sell
25,952
-2,538
-9% -$124K 0.16% 125
2021
Q3 		$1.31M Buy
+28,490
New +$1.35M 0.18% 129
2020
Q4 		$1.45M Buy
+35,801
New +$1.33M 0.23% 109

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

CFS Investment Advisory Services's SPMD Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.6% in Q2 2026, selling an estimated $41.4K and leaving 24,174 shares worth $1.61M. The position accounts for 0.11% of the portfolio, ranked #151.

CFS Investment Advisory Services first reported a position in SPMD in Q4 2020 and has held it in 20 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • CFS Investment Advisory Services held 24,174 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.61M as of Q2 2026.
  • CFS Investment Advisory Services sold 644 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $41.4K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.11% of CFS Investment Advisory Services's portfolio in Q2 2026, its #151 holding.
  • CFS Investment Advisory Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2020 and has held it in 20 quarters since.
  • 840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.