Dakota Wealth Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Dakota Wealth Management’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	$33.6M	Buy	497,764 +94,971	+24%	+$6.11M	0.64%	37
2026 Q1	$23.9M	Buy	402,793 +45,919	+13%	+$2.8M	0.52%	50
2025 Q4	$20.7M	Sell	356,874 -74,316	-17%	-$4.27M	0.37%	55
2025 Q3	$24.7M	Buy	431,190 +83,464	+24%	+$4.7M	0.5%	45
2025 Q2	$18.9M	Buy	347,726 +120,609	+53%	+$6.21M	0.4%	52
2025 Q1	$11.6M	Buy	227,117 +162,133	+249%	+$8.84M	0.27%	80
2024 Q4	$3.55M	Buy	64,984 +4,896	+8%	+$276K	0.08%	188
2024 Q3	$3.29M	Buy	60,088 +41,009	+215%	+$2.17M	0.07%	218
2024 Q2	$979K	Buy	+19,079	New	+$984K	0.02%	377

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

Dakota Wealth Management's SPMD Position: Q2 2026 in Review

Dakota Wealth Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 24% in Q2 2026, buying an estimated $6.11M and bringing the position to 497,764 shares worth $33.6M. The position accounts for 0.64% of the portfolio, ranked #37.

Dakota Wealth Management first reported a position in SPMD in Q2 2024 and has held it in 9 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Dakota Wealth Management held 497,764 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $33.6M as of Q2 2026.
Dakota Wealth Management bought 94,971 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $6.11M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.64% of Dakota Wealth Management's portfolio in Q2 2026, its #37 holding.
Dakota Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2024 and has held it in 9 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 Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.