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

Curi RMB Capital’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	$501K	Sell	7,416 -68	-0.9%	-$4.38K	0.01%	601
2026 Q1	$443K	Buy	7,484 +115	+2%	+$7K	0.01%	629
2025 Q4	$427K	Buy	7,369 +1	+0%	+$57	0.01%	658
2025 Q3	$421K	Hold	7,368	–	–	0.01%	539
2025 Q2	$401K	Buy	+7,368	New	+$379K	0.01%	545

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 22.9% 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

Curi RMB Capital's SPMD Position: Q2 2026 in Review

Curi RMB Capital reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.91% in Q2 2026, selling an estimated $4.38K and leaving 7,416 shares worth $501K. The position accounts for 0.01% of the portfolio, ranked #601.

Curi RMB Capital first reported a position in SPMD in Q2 2025 and has held it in 5 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Curi RMB Capital held 7,416 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $501K as of Q2 2026.
Curi RMB Capital sold 68 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $4.38K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Curi RMB Capital's portfolio in Q2 2026, its #601 holding.
Curi RMB Capital first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2025 and has held it in 5 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 Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.