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

Clearstead 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	$776K	Buy	11,490 +4,441	+63%	+$286K	0.01%	616
2026 Q1	$417K	Sell	7,049 -699	-9%	-$42.5K	﹤0.01%	760
2025 Q4	$449K	Sell	7,748 -87	-1%	-$5K	0.01%	688
2025 Q3	$448K	Sell	7,835 -1,924	-20%	-$108K	0.01%	668
2025 Q2	$531K	Sell	9,759 -1,501	-13%	-$77.3K	0.01%	597
2025 Q1	$576K	Buy	11,260 +5,692	+102%	+$310K	0.01%	538
2024 Q4	$304K	Buy	5,568 +11	+0.2%	+$619	﹤0.01%	721
2024 Q3	$304K	Buy	5,557 +5,536	+26,362%	+$293K	﹤0.01%	722
2024 Q2	$1.08K	Hold	21	–	–	﹤0.01%	1891
2024 Q1	$1.1K	Hold	21	–	–	﹤0.01%	1394
2023 Q4	$1.02K	Hold	21	–	–	﹤0.01%	1396
2023 Q3	$920	Hold	21	–	–	﹤0.01%	1371
2023 Q2	$964	Buy	+21	New	+$917	﹤0.01%	1253
2019 Q1	–	Sell	-22,652	Closed	-$666K	–	265
2018 Q4	$666K	Buy	+22,652	New	+$737K	0.1%	138

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

Clearstead Advisors's SPMD Position: Q2 2026 in Review

Clearstead Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 63% in Q2 2026, buying an estimated $286K and bringing the position to 11,490 shares worth $776K. The position accounts for 0.01% of the portfolio, ranked #616.

Clearstead Advisors first reported a position in SPMD in Q4 2018 and has held it in 14 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Clearstead Advisors held 11,490 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $776K as of Q2 2026.
Clearstead Advisors bought 4,441 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $286K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #616 holding.
Clearstead Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2018 and has held it in 14 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 Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.