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

Claro Advisors’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	$564K	Sell	8,352 -201	-2%	-$12.9K	0.06%	251
2026 Q1	$507K	Buy	8,553 +253	+3%	+$15.4K	0.06%	235
2025 Q4	$481K	Sell	8,300 -76	-0.9%	-$4.37K	0.07%	229
2025 Q3	$479K	Sell	8,376 -492	-6%	-$27.7K	0.07%	229
2025 Q2	$482K	Buy	8,868 +887	+11%	+$45.7K	0.08%	210
2025 Q1	$408K	Buy	7,981 +1,341	+20%	+$73.1K	0.05%	313
2024 Q4	$363K	Buy	6,640 +931	+16%	+$52.4K	0.05%	310
2024 Q3	$312K	Buy	5,709 +111	+2%	+$5.87K	0.04%	367
2024 Q2	$287K	Buy	5,598 +50	+0.9%	+$2.58K	0.04%	334
2024 Q1	$296K	Buy	5,548 +18	+0.3%	+$895	0.05%	326
2023 Q4	$269K	Buy	+5,530	New	+$246K	0.06%	304

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

Claro Advisors's SPMD Position: Q2 2026 in Review

Claro Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.4% in Q2 2026, selling an estimated $12.9K and leaving 8,352 shares worth $564K. The position accounts for 0.06% of the portfolio, ranked #251.

Claro Advisors first reported a position in SPMD in Q4 2023 and has held it in 11 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Claro Advisors held 8,352 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $564K as of Q2 2026.
Claro Advisors sold 201 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $12.9K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.06% of Claro Advisors's portfolio in Q2 2026, its #251 holding.
Claro Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 11 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 Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.