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

Diligent Investors’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 		$316K Sell
4,680
-385
-8% -$24.8K 0.07% 281
2026
Q1 		$300K Hold
5,065
– – 0.07% 265
2025
Q4 		$293K Buy
5,065
+1
+0% +$57 0.07% 269
2025
Q3 		$290K Buy
5,064
+1
+0% +$56 0.07% 263
2025
Q2 		$275K Sell
5,063
-49
-1% -$2.52K 0.07% 281
2025
Q1 		$262K Hold
5,112
– – 0.06% 301
2024
Q4 		$280K Buy
5,112
+1
+0% +$56 0.06% 290
2024
Q3 		$279K Sell
5,111
-59
-1% -$3.12K 0.06% 279
2024
Q2 		$265K Buy
5,170
+1
+0% +$52 0.07% 272
2024
Q1 		$276K Hold
5,169
– – 0.07% 267
2023
Q4 		$252K Sell
5,169
-2,218
-30% -$98.8K 0.07% 264
2023
Q3 		$323K Sell
7,387
-1,479
-17% -$68K 0.1% 213
2023
Q2 		$407K Buy
8,866
+1
+0% +$44 0.12% 182
2023
Q1 		$390K Hold
8,865
– – 0.12% 175
2022
Q4 		$377K Sell
8,865
-156
-2% -$6.62K 0.12% 179
2022
Q3 		$348K Buy
9,021
+21
+0.2% +$890 0.12% 169
2022
Q2 		$357K Sell
9,000
-101
-1% -$4.38K 0.12% 171
2022
Q1 		$429K Buy
9,101
+125
+1% +$5.84K 0.12% 172
2021
Q4 		$446K Buy
8,976
+372
+4% +$18.2K 0.12% 163
2021
Q3 		$406K Hold
8,604
– – 0.14% 146
2021
Q2 		$406K Hold
8,604
– – 0.14% 147
2021
Q1 		$394K Buy
8,604
+818
+11% +$35.9K 0.14% 146
2020
Q4 		$315K Buy
7,786
+102
+1% +$3.78K 0.13% 155
2020
Q3 		$251K Buy
7,684
+135
+2% +$4.43K 0.11% 155
2020
Q2 		$236K Buy
+7,549
New +$221K 0.12% 155
2017
Q3 		– Sell
-6,891
Closed -$214K – 193
2017
Q2 		$214K Sell
6,891
-114
-2% -$3.48K 0.15% 163
2017
Q1 		$213K Buy
7,005
+228
+3% +$6.89K 0.16% 139
2016
Q4 		$200K Buy
+6,777
New +$191K 0.16% 152

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
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

Diligent Investors's SPMD Position: Q2 2026 in Review

Diligent Investors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 7.6% in Q2 2026, selling an estimated $24.8K and leaving 4,680 shares worth $316K. The position accounts for 0.07% of the portfolio, ranked #281.

Diligent Investors first reported a position in SPMD in Q4 2016 and has held it in 28 quarters since. The position peaked at $446K in Q4 2021. 842 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Diligent Investors held 4,680 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $316K as of Q2 2026.
  • Diligent Investors sold 385 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $24.8K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.07% of Diligent Investors's portfolio in Q2 2026, its #281 holding.
  • Diligent Investors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2016 and has held it in 28 quarters since.
  • Diligent Investors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $446K 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 Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.