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

Cresset Asset Management’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	$2.29M	Buy	33,930 +2,358	+7%	+$152K	0.01%	623
2026 Q1	$1.87M	Buy	31,572 +6,649	+27%	+$405K	0.01%	577
2025 Q4	$1.44M	Sell	24,923 -1,400	-5%	-$80.4K	0.01%	662
2025 Q3	$1.51M	Buy	26,323 +18,726	+246%	+$1.05M	0.01%	623
2025 Q2	$413K	Sell	7,597 -5,498	-42%	-$283K	﹤0.01%	997
2025 Q1	$670K	Sell	13,095 -691	-5%	-$37.7K	﹤0.01%	932
2024 Q4	$754K	Sell	13,786 -2,083	-13%	-$117K	﹤0.01%	911
2024 Q3	$868K	Buy	15,869 +2	+0%	+$106	﹤0.01%	1232
2024 Q2	$814K	Sell	15,867 -3,840	-19%	-$198K	﹤0.01%	1184
2024 Q1	$1.05M	Buy	19,707 +1,398	+8%	+$69.5K	0.01%	953
2023 Q4	$892K	Buy	18,309 +4,481	+32%	+$200K	0.01%	946
2023 Q3	$606K	Buy	13,828 +3,767	+37%	+$173K	﹤0.01%	1082
2023 Q2	$462K	Buy	10,061 +4,034	+67%	+$176K	﹤0.01%	1319
2023 Q1	$265K	Sell	6,027 -414	-6%	-$18.5K	0.01%	670
2022 Q4	$274K	Buy	+6,441	New	+$273K	﹤0.01%	554
2022 Q2	–	Sell	-4,285	Closed	-$202K	–	1075
2022 Q1	$202K	Hold	4,285	–	–	﹤0.01%	911
2021 Q4	$213K	Buy	+4,285	New	+$209K	﹤0.01%	1015
2021 Q3	–	Sell	-4,244	Closed	-$200K	–	1136
2021 Q2	$200K	Buy	+4,244	New	+$201K	﹤0.01%	957

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

Cresset Asset Management's SPMD Position: Q2 2026 in Review

Cresset Asset Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 7.5% in Q2 2026, buying an estimated $152K and bringing the position to 33,930 shares worth $2.29M. The position accounts for 0.01% of the portfolio, ranked #623.

Cresset Asset Management first reported a position in SPMD in Q2 2021 and has held it in 18 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Cresset Asset Management held 33,930 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.29M as of Q2 2026.
Cresset Asset Management bought 2,358 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $152K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Cresset Asset Management's portfolio in Q2 2026, its #623 holding.
Cresset Asset Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2021 and has held it in 18 quarters since.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.