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Community Financial Services Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Community Financial Services 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 		$469 Hold
7
– – ﹤0.01% 516
2026
Q1 		$418 Buy
+7
New +$426 ﹤0.01% 448

Other funds holding SPMD

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
MSA
Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Community Financial Services Group's SPMD Position: Q2 2026 in Review

Community Financial Services Group held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 7 shares worth $469. The position accounts for ﹤0.01% of the portfolio, ranked #516.

Community Financial Services Group first reported a position in SPMD in Q1 2026 and has held it in 2 quarters since. 176 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Community Financial Services Group held 7 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $469 as of Q2 2026.
  • Community Financial Services Group left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #516 holding.
  • Community Financial Services Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 176 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.