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

Concurrent Investment 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 		$5.13M Buy
75,960
+37,375
+97% +$2.4M 0.04% 427
2026
Q1 		$2.28M Buy
38,585
+2,046
+6% +$125K 0.02% 567
2025
Q4 		$2.12M Buy
+36,539
New +$2.1M 0.02% 555

Other funds holding SPMD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Concurrent Investment Advisors's SPMD Position: Q2 2026 in Review

Concurrent Investment Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 97% in Q2 2026, buying an estimated $2.4M and bringing the position to 75,960 shares worth $5.13M. The position accounts for 0.04% of the portfolio, ranked #427.

Concurrent Investment Advisors first reported a position in SPMD in Q4 2025 and has held it in 3 quarters since. 453 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Concurrent Investment Advisors held 75,960 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $5.13M as of Q2 2026.
  • Concurrent Investment Advisors bought 37,375 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $2.4M.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #427 holding.
  • Concurrent Investment Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 453 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.