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

Crews Bank & Trust’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	$21.4M	Sell	317,015 -11,118	-3%	-$715K	2.8%	8
2026 Q1	$19.4M	Sell	328,133 -13,011	-4%	-$792K	2.82%	9
2025 Q4	$19.8M	Sell	341,144 -32,997	-9%	-$1.9M	2.83%	9
2025 Q3	$21.4M	Sell	374,141 -24,972	-6%	-$1.41M	3.13%	8
2025 Q2	$21.7M	Buy	399,113 +19,067	+5%	+$982K	3.42%	7
2025 Q1	$19.5M	Buy	380,046 +2,634	+0.7%	+$144K	3.32%	7
2024 Q4	$20.6M	Buy	+377,412	New	+$21.2M	3.48%	7

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

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

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

HSWS

Higgins & Schmidt Wealth Strategies Denver, Colorado $242M AUM 22.87% 1-Year Est. Return

Crews Bank & Trust's SPMD Position: Q2 2026 in Review

Crews Bank & Trust reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3.4% in Q2 2026, selling an estimated $715K and leaving 317,015 shares worth $21.4M. The position accounts for 2.8% of the portfolio, ranked #8.

Crews Bank & Trust first reported a position in SPMD in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.7M in Q2 2025. 145 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Crews Bank & Trust held 317,015 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $21.4M as of Q2 2026.
Crews Bank & Trust sold 11,118 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $715K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 2.8% of Crews Bank & Trust's portfolio in Q2 2026, its #8 holding.
Crews Bank & Trust first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and has held it in 7 quarters since.
Crews Bank & Trust's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $21.7M in Q2 2025.
145 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.