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

Covestor’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	$21K	Sell	304 -54	-15%	-$3.47K	0.01%	1157
2026 Q1	$21K	Buy	358 +203	+131%	+$12.4K	0.01%	1097
2025 Q4	$9K	Buy	155 +24	+18%	+$1.38K	﹤0.01%	1653
2025 Q3	$7K	Buy	131 +6	+5%	+$338	﹤0.01%	1817
2025 Q2	$7K	Buy	125 +86	+221%	+$4.43K	﹤0.01%	1718
2025 Q1	$2K	Buy	39 +3	+8%	+$164	﹤0.01%	1885
2024 Q4	$2K	Buy	36 +6	+20%	+$338	﹤0.01%	1938
2024 Q3	$2K	Buy	30 +6	+25%	+$317	﹤0.01%	1856
2024 Q2	$1K	Buy	24 +1	+4%	+$52	﹤0.01%	2120
2024 Q1	$1K	Sell	23 -2	-8%	-$99	﹤0.01%	2108
2023 Q4	$1K	Sell	25 -14	-36%	-$624	﹤0.01%	2034
2023 Q3	$2K	Sell	39 -1	-3%	-$46	﹤0.01%	1850
2023 Q2	$2K	Buy	40 +1	+3%	+$44	﹤0.01%	1867
2023 Q1	$2K	Buy	39 +1	+3%	+$45	﹤0.01%	1789
2022 Q4	$2K	Sell	38 -14	-27%	-$594	﹤0.01%	1808
2022 Q3	$2K	Sell	52 -13	-20%	-$551	﹤0.01%	1735
2022 Q2	$3K	Sell	65 -206	-76%	-$8.94K	﹤0.01%	1551
2022 Q1	$13K	Buy	271 +10	+4%	+$468	0.01%	1227
2021 Q4	$13K	Buy	+261	New	+$12.8K	0.02%	955

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

Covestor's SPMD Position: Q2 2026 in Review

Covestor reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 15% in Q2 2026, selling an estimated $3.47K and leaving 304 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #1157.

Covestor first reported a position in SPMD in Q4 2021 and has held it in 19 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Covestor held 304 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $21K as of Q2 2026.
Covestor sold 54 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $3.47K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Covestor's portfolio in Q2 2026, its #1157 holding.
Covestor first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and has held it in 19 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 Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.