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

Crestwood Advisors Group’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 		$3.53M Sell
52,305
-651
-1% -$41.9K 0.05% 179
2026
Q1 		$3.14M Sell
52,956
-1,232
-2% -$75K 0.05% 186
2025
Q4 		$3.14M Buy
54,188
+1,377
+3% +$79.1K 0.05% 176
2025
Q3 		$3.02M Buy
52,811
+1,177
+2% +$66.3K 0.05% 173
2025
Q2 		$2.81M Sell
51,634
-16,282
-24% -$839K 0.05% 175
2025
Q1 		$3.48M Buy
+67,916
New +$3.7M 0.07% 152

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

Crestwood Advisors Group's SPMD Position: Q2 2026 in Review

Crestwood Advisors Group reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.2% in Q2 2026, selling an estimated $41.9K and leaving 52,305 shares worth $3.53M. The position accounts for 0.05% of the portfolio, ranked #179.

Crestwood Advisors Group first reported a position in SPMD in Q1 2025 and has held it in 6 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Crestwood Advisors Group held 52,305 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.53M as of Q2 2026.
  • Crestwood Advisors Group sold 651 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $41.9K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.05% of Crestwood Advisors Group's portfolio in Q2 2026, its #179 holding.
  • Crestwood Advisors Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2025 and has held it in 6 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 Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.