CPIG
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Chicago Partners Investment Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Chicago Partners Investment Group’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 		$8.82M Buy
133,388
+5,628
+4% +$362K 0.18% 100
2026
Q1 		$8.14M Buy
127,760
+2,852
+2% +$174K 0.18% 106
2025
Q4 		$7.63M Buy
124,908
+2,732
+2% +$157K 0.19% 104
2025
Q3 		$7.03M Buy
122,176
+11,908
+11% +$671K 0.18% 105
2025
Q2 		$6.22M Buy
110,268
+3,807
+4% +$196K 0.18% 113
2025
Q1 		$5.44M Buy
106,461
+22,362
+27% +$1.22M 0.18% 118
2024
Q4 		$4.63M Buy
84,099
+8,120
+11% +$457K 0.15% 127
2024
Q3 		$4.16M Buy
75,979
+5,635
+8% +$298K 0.15% 126
2024
Q2 		$3.8M Buy
70,344
+9,462
+16% +$488K 0.15% 135
2024
Q1 		$3.09M Buy
60,882
+7,181
+13% +$357K 0.13% 138
2023
Q4 		$2.58M Buy
53,701
+14,055
+35% +$626K 0.12% 155
2023
Q3 		$1.65M Buy
39,646
+7,370
+23% +$339K 0.09% 212
2023
Q2 		$1.52M Sell
32,276
-3,505
-10% -$153K 0.08% 229
2023
Q1 		$1.57M Buy
35,781
+765
+2% +$34.2K 0.09% 208
2022
Q4 		$1.65M Buy
35,016
+5,703
+19% +$242K 0.1% 193
2022
Q3 		$1.25M Buy
29,313
+21,153
+259% +$897K 0.09% 205
2022
Q2 		$359K Buy
8,160
+2,353
+41% +$102K 0.03% 404
2022
Q1 		$244K Buy
5,807
+1,187
+26% +$55.5K 0.02% 462
2021
Q4 		$213K Buy
4,620
+314
+7% +$15.3K 0.02% 512
2021
Q3 		$218K Buy
+4,306
New +$203K 0.02% 525
2021
Q2 		– Sell
-4,234
Closed -$205K – 555
2021
Q1 		$205K Buy
+4,234
New +$186K 0.02% 485
2019
Q4 		– Sell
-7,470
Closed -$256K – 371
2019
Q3 		$256K Sell
7,470
-4,380
-37% -$148K 0.04% 286
2019
Q2 		$401K Buy
11,850
+45
+0.4% +$1.51K 0.06% 212
2019
Q1 		$405K Buy
11,805
+3,879
+49% +$127K 0.06% 204
2018
Q4 		$248K Buy
7,926
+1,448
+22% +$47.1K 0.04% 277
2018
Q3 		$207K Buy
6,478
+217
+3% +$7.85K 0.03% 295
2018
Q2 		$218K Buy
+6,261
New +$215K 0.03% 264

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

Chicago Partners Investment Group's SPMD Position: Q2 2026 in Review

Chicago Partners Investment Group increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4.4% in Q2 2026, buying an estimated $362K and bringing the position to 133,388 shares worth $8.82M. The position accounts for 0.18% of the portfolio, ranked #100.

Chicago Partners Investment Group first reported a position in SPMD in Q2 2018 and has held it in 27 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Chicago Partners Investment Group held 133,388 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $8.82M as of Q2 2026.
  • Chicago Partners Investment Group bought 5,628 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $362K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.18% of Chicago Partners Investment Group's portfolio in Q2 2026, its #100 holding.
  • Chicago Partners Investment Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2018 and has held it in 27 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 Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.