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Duncker Streett & Co’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Duncker Streett & Co’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 		$1.09M Sell
16,183
-27
-0.2% -$1.74K 0.19% 98
2026
Q1 		$960K Hold
16,210
– – 0.18% 99
2025
Q4 		$939K Sell
16,210
-46
-0.3% -$2.64K 0.17% 105
2025
Q3 		$930K Hold
16,256
– – 0.16% 101
2025
Q2 		$884K Sell
16,256
-1,876
-10% -$96.6K 0.16% 109
2025
Q1 		$928K Hold
18,132
– – 0.18% 103
2024
Q4 		$992K Sell
18,132
-79
-0.4% -$4.45K 0.18% 103
2024
Q3 		$996K Hold
18,211
– – 0.18% 106
2024
Q2 		$934K Hold
18,211
– – 0.18% 107
2024
Q1 		$971K Sell
18,211
-188
-1% -$9.35K 0.19% 107
2023
Q4 		$896K Buy
18,399
+1
+0% +$45 0.19% 105
2023
Q3 		$806K Hold
18,398
– – 0.19% 110
2023
Q2 		$844K Buy
18,398
+1
+0% +$44 0.19% 112
2023
Q1 		$808K Sell
18,397
-699
-4% -$31.3K 0.19% 111
2022
Q4 		$812K Buy
19,096
+1
+0% +$42 0.2% 119
2022
Q3 		$736K Buy
19,095
+1
+0% +$42 0.19% 120
2022
Q2 		$758K Sell
19,094
-166
-0.9% -$7.2K 0.18% 122
2022
Q1 		$908K Buy
19,260
+1
+0% +$47 0.18% 118
2021
Q4 		$958K Hold
19,259
– – 0.16% 127
2021
Q3 		$889K Buy
19,259
+1
+0% +$47 0.17% 128
2021
Q2 		$909K Sell
19,258
-237
-1% -$11.2K 0.17% 133
2021
Q1 		$892K Buy
19,495
+1
+0% +$44 0.17% 135
2020
Q4 		$788K Buy
19,494
+77
+0.4% +$2.85K 0.15% 134
2020
Q3 		$634K Buy
19,417
+492
+3% +$16.2K 0.14% 134
2020
Q2 		$591K Buy
18,925
+79
+0.4% +$2.31K 0.14% 145
2020
Q1 		$477K Buy
18,846
+102
+0.5% +$3.34K 0.13% 156
2019
Q4 		$679K Buy
18,744
+144
+0.8% +$5.02K 0.14% 152
2019
Q3 		$630K Buy
18,600
+2,510
+16% +$84.6K 0.15% 155
2019
Q2 		$548K Buy
16,090
+4,068
+34% +$137K 0.12% 172
2019
Q1 		$401K Buy
12,022
+5,231
+77% +$171K 0.09% 196
2018
Q4 		$200K Buy
6,791
+246
+4% +$8.01K 0.05% 243
2018
Q3 		$237K Buy
6,545
+4,816
+279% +$174K 0.05% 249
2018
Q2 		$60K Buy
1,729
+291
+20% +$10K 0.01% 367
2018
Q1 		$48K Buy
+1,438
New +$48.4K 0.01% 384

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

Duncker Streett & Co's SPMD Position: Q2 2026 in Review

Duncker Streett & Co reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.17% in Q2 2026, selling an estimated $1.74K and leaving 16,183 shares worth $1.09M. The position accounts for 0.19% of the portfolio, ranked #98.

Duncker Streett & Co first reported a position in SPMD in Q1 2018 and has held it in 34 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Duncker Streett & Co held 16,183 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.09M as of Q2 2026.
  • Duncker Streett & Co sold 27 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $1.74K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.19% of Duncker Streett & Co's portfolio in Q2 2026, its #98 holding.
  • Duncker Streett & Co first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2018 and has held it in 34 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 Duncker Streett & Co's 13F filing for Q2 2026, filed 28 Jul 2026.