CX Institutional’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

CX Institutional’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	$83K	Sell	1,236 -666	-35%	-$42.8K	﹤0.01%	899
2026 Q1	$113K	Sell	1,902 -272	-13%	-$16.6K	﹤0.01%	830
2025 Q4	$126K	Sell	2,174 -616	-22%	-$35.4K	﹤0.01%	813
2025 Q3	$160K	Buy	2,790 +780	+39%	+$43.9K	﹤0.01%	746
2025 Q2	$109K	Sell	2,010 -40,693	-95%	-$2.1M	﹤0.01%	752
2025 Q1	$2.19M	Buy	+42,703	New	+$2.33M	0.08%	190
2023 Q3	–	Sell	-45,621	Closed	-$2.09M	–	546
2023 Q2	$2.09M	Buy	+45,621	New	+$1.99M	0.11%	209
2023 Q1	–	Sell	-5,824	Closed	-$248K	–	582
2022 Q4	$248K	Sell	5,824 -9,024	-61%	-$383K	0.02%	467
2022 Q3	$573K	Sell	14,848 -116,857	-89%	-$4.96M	0.04%	321
2022 Q2	$5.23M	Buy	131,705 +36,955	+39%	+$1.6M	0.39%	58
2022 Q1	$4.47M	Sell	94,750 -33,394	-26%	-$1.56M	0.36%	80
2021 Q4	$6.37M	Buy	128,144 +127,514	+20,240%	+$6.23M	0.51%	51
2021 Q3	$29K	Sell	630 -600	-49%	-$28.3K	﹤0.01%	678
2021 Q2	$58K	Sell	1,230 -10,863	-90%	-$516K	﹤0.01%	538
2021 Q1	$553K	Sell	12,093 -31,360	-72%	-$1.38M	0.05%	225
2020 Q4	$1.75M	Sell	43,453 -11,201	-20%	-$415K	0.17%	164
2020 Q3	$1.78M	Sell	54,654 -1,951	-3%	-$64.1K	0.19%	140
2020 Q2	$1.77M	Buy	56,605 +4,786	+9%	+$140K	0.23%	119
2020 Q1	$1.31M	Buy	51,819 +15,037	+41%	+$492K	0.21%	117
2019 Q4	$1.33M	Sell	36,782 -4,137	-10%	-$144K	0.23%	89
2019 Q3	$1.39M	Buy	40,919 +4,648	+13%	+$157K	0.22%	100
2019 Q2	$1.24M	Buy	36,271 +4,543	+14%	+$153K	0.2%	100
2019 Q1	$1.06M	Buy	31,728 +3,509	+12%	+$115K	0.19%	124
2018 Q4	$830K	Buy	28,219 +3,395	+14%	+$111K	0.18%	102
2018 Q3	$897K	Buy	24,824 +7,771	+46%	+$281K	0.3%	88
2018 Q2	$595K	Buy	+17,053	New	+$587K	0.22%	89

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

CX Institutional's SPMD Position: Q2 2026 in Review

CX Institutional reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 35% in Q2 2026, selling an estimated $42.8K and leaving 1,236 shares worth $83K. The position accounts for ﹤0.01% of the portfolio, ranked #899.

CX Institutional first reported a position in SPMD in Q2 2018 and has held it in 26 quarters since. The position peaked at $6.37M in Q4 2021. 842 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

CX Institutional held 1,236 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $83K as of Q2 2026.
CX Institutional sold 666 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $42.8K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #899 holding.
CX Institutional first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2018 and has held it in 26 quarters since.
CX Institutional's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $6.37M in Q4 2021.
842 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.