CMP
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Coston McIsaac & Partners’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Coston McIsaac & Partners’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 		$17K Hold
262
– – ﹤0.01% 511
2026
Q1 		$15K Buy
262
+93
+55% +$5.66K ﹤0.01% 518
2025
Q4 		$9K Hold
169
– – ﹤0.01% 596
2025
Q3 		$9K Hold
169
– – ﹤0.01% 561
2025
Q2 		$9K Hold
169
– – ﹤0.01% 543
2025
Q1 		$8K Hold
169
– – ﹤0.01% 539
2024
Q4 		$9K Sell
169
-281
-62% -$15.8K ﹤0.01% 505
2024
Q3 		$24K Buy
+450
New +$23.8K 0.01% 376

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
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

Coston McIsaac & Partners's SPMD Position: Q2 2026 in Review

Coston McIsaac & Partners held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 262 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Coston McIsaac & Partners first reported a position in SPMD in Q3 2024 and has held it in 8 quarters since. The position peaked at $24K in Q3 2024. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Coston McIsaac & Partners held 262 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $17K as of Q2 2026.
  • Coston McIsaac & Partners 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 Coston McIsaac & Partners's portfolio in Q2 2026, its #511 holding.
  • Coston McIsaac & Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • Coston McIsaac & Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $24K in Q3 2024.
  • 840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.