Chevy Chase Trust’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Chevy Chase Trust’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	$222K	Sell	3,283 -3,283	-50%	-$211K	﹤0.01%	642
2026 Q1	$389K	Hold	6,566	–	–	﹤0.01%	605
2025 Q4	$380K	Hold	6,566	–	–	﹤0.01%	605
2025 Q3	$376K	Hold	6,566	–	–	﹤0.01%	600
2025 Q2	$357K	Hold	6,566	–	–	﹤0.01%	605
2025 Q1	$336K	Hold	6,566	–	–	﹤0.01%	606
2024 Q4	$359K	Buy	+6,566	New	+$370K	﹤0.01%	603
2023 Q3	–	Sell	-6,800	Closed	-$312K	–	626
2023 Q2	$312K	Sell	6,800 -1,648	-20%	-$72K	﹤0.01%	596
2023 Q1	$371K	Hold	8,448	–	–	﹤0.01%	598
2022 Q4	$359K	Sell	8,448 -2,302	-21%	-$97.7K	﹤0.01%	613
2022 Q3	$415K	Hold	10,750	–	–	﹤0.01%	593
2022 Q2	$427K	Sell	10,750 -824	-7%	-$35.7K	﹤0.01%	591
2022 Q1	$546K	Buy	+11,574	New	+$541K	﹤0.01%	594

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

Chevy Chase Trust's SPMD Position: Q2 2026 in Review

Chevy Chase Trust reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 50% in Q2 2026, selling an estimated $211K and leaving 3,283 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Chevy Chase Trust first reported a position in SPMD in Q1 2022 and has held it in 13 quarters since. The position peaked at $546K in Q1 2022. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Chevy Chase Trust held 3,283 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $222K as of Q2 2026.
Chevy Chase Trust sold 3,283 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $211K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Chevy Chase Trust's portfolio in Q2 2026, its #642 holding.
Chevy Chase Trust first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2022 and has held it in 13 quarters since.
Chevy Chase Trust's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $546K 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 Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.