Curbstone Financial Management Corp’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Curbstone Financial Management Corp’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	$1.47M	Buy	21,750 +500	+2%	+$32.2K	0.25%	89
2026 Q1	$1.26M	Hold	21,250	–	–	0.24%	88
2025 Q4	$1.23M	Sell	21,250 -450	-2%	-$25.8K	0.24%	90
2025 Q3	$1.24M	Hold	21,700	–	–	0.24%	96
2025 Q2	$1.18M	Buy	21,700 +1,700	+9%	+$87.6K	0.24%	93
2025 Q1	$1.02M	Buy	20,000 +350	+2%	+$19.1K	0.22%	106
2024 Q4	$1.07M	Hold	19,650	–	–	0.23%	105
2024 Q3	$1.07M	Buy	19,650 +2,700	+16%	+$143K	0.23%	105
2024 Q2	$870K	Buy	16,950 +700	+4%	+$36.1K	0.19%	115
2024 Q1	$867K	Buy	16,250 +1,850	+13%	+$92K	0.19%	118
2023 Q4	$702K	Buy	+14,400	New	+$642K	0.16%	128

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

Curbstone Financial Management Corp's SPMD Position: Q2 2026 in Review

Curbstone Financial Management Corp increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.4% in Q2 2026, buying an estimated $32.2K and bringing the position to 21,750 shares worth $1.47M. The position accounts for 0.25% of the portfolio, ranked #89.

Curbstone Financial Management Corp first reported a position in SPMD in Q4 2023 and has held it in 11 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Curbstone Financial Management Corp held 21,750 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.47M as of Q2 2026.
Curbstone Financial Management Corp bought 500 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $32.2K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.25% of Curbstone Financial Management Corp's portfolio in Q2 2026, its #89 holding.
Curbstone Financial Management Corp first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 11 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 Curbstone Financial Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.