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

CoreCap 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	$1.67M	Buy	24,762 +7	+0%	+$450	0.05%	281
2026 Q1	$1.47M	Buy	24,755 +324	+1%	+$19.7K	0.05%	292
2025 Q4	$1.41M	Buy	24,431 +1,395	+6%	+$80.1K	0.05%	309
2025 Q3	$1.32M	Sell	23,036 -696	-3%	-$39.2K	0.05%	315
2025 Q2	$1.29M	Buy	23,732 +2,865	+14%	+$148K	0.05%	292
2025 Q1	$1.07M	Buy	20,867 +582	+3%	+$31.7K	0.05%	315
2024 Q4	$1.11M	Buy	20,285 +81	+0.4%	+$4.56K	0.05%	316
2024 Q3	$1.1M	Buy	20,204 +39	+0.2%	+$2.06K	0.05%	303
2024 Q2	$1.03M	Sell	20,165 -371	-2%	-$19.1K	0.11%	157
2024 Q1	$1.1M	Buy	+20,536	New	+$1.02M	0.06%	285
2022 Q4	$1.47M	Buy	34,532 +4,250	+14%	+$180K	0.1%	185
2022 Q3	$1.17M	Buy	30,282 +22,371	+283%	+$949K	0.1%	198
2022 Q2	$314K	Sell	7,911 -42	-0.5%	-$1.82K	0.02%	418
2022 Q1	$375K	Buy	7,953 +1,726	+28%	+$80.7K	0.03%	367
2021 Q4	$310K	Buy	+6,227	New	+$304K	0.02%	438

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 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 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CoreCap Advisors's SPMD Position: Q2 2026 in Review

CoreCap Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.03% in Q2 2026, buying an estimated $450 and bringing the position to 24,762 shares worth $1.67M. The position accounts for 0.05% of the portfolio, ranked #281.

CoreCap Advisors first reported a position in SPMD in Q4 2021 and has held it in 15 quarters since. 195 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

CoreCap Advisors held 24,762 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.67M as of Q2 2026.
CoreCap Advisors bought 7 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $450.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.05% of CoreCap Advisors's portfolio in Q2 2026, its #281 holding.
CoreCap Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and has held it in 15 quarters since.
195 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.