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Eldridge Investment Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Eldridge Investment Advisors’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 		$1.55M Sell
22,967
-3,252
-12% -$209K 0.31% 53
2026
Q1 		$1.55M Buy
26,219
+185
+0.7% +$11.3K 0.34% 49
2025
Q4 		$1.51M Buy
26,034
+659
+3% +$37.9K 0.33% 55
2025
Q3 		$1.45M Buy
25,375
+5,194
+26% +$293K 0.33% 57
2025
Q2 		$1.1M Buy
20,181
+2,553
+14% +$131K 0.23% 72
2025
Q1 		$902K Buy
17,628
+2,239
+15% +$122K 0.21% 81
2024
Q4 		$842K Buy
15,389
+3,028
+24% +$170K 0.2% 86
2024
Q3 		$676K Buy
12,361
+2,928
+31% +$155K 0.16% 93
2024
Q2 		$484K Buy
9,433
+972
+11% +$50.2K 0.12% 101
2024
Q1 		$451K Sell
8,461
-21,163
-71% -$1.05M 0.12% 106
2023
Q4 		$1.44M Buy
29,624
+21,495
+264% +$958K 0.38% 58
2023
Q3 		$356K Sell
8,129
-10,894
-57% -$501K 0.12% 105
2023
Q2 		$873K Buy
19,023
+10,385
+120% +$454K 0.29% 64
2023
Q1 		$380K Buy
8,638
+2,900
+51% +$130K 0.13% 100
2022
Q4 		$244K Hold
5,738
– – 0.09% 119
2022
Q3 		$221K Sell
5,738
-210
-4% -$8.9K 0.09% 118
2022
Q2 		$236K Sell
5,948
-755
-11% -$32.8K 0.09% 115
2022
Q1 		$316K Sell
6,703
-50
-0.7% -$2.34K 0.11% 102
2021
Q4 		$336K Buy
6,753
+8
+0.1% +$391 0.11% 101
2021
Q3 		$311K Buy
6,745
+21
+0.3% +$992 0.11% 94
2021
Q2 		$317K Buy
+6,724
New +$319K 0.11% 90

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

Eldridge Investment Advisors's SPMD Position: Q2 2026 in Review

Eldridge Investment Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 12% in Q2 2026, selling an estimated $209K and leaving 22,967 shares worth $1.55M. The position accounts for 0.31% of the portfolio, ranked #53.

Eldridge Investment Advisors first reported a position in SPMD in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.55M in Q1 2026. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Eldridge Investment Advisors held 22,967 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.55M as of Q2 2026.
  • Eldridge Investment Advisors sold 3,252 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $209K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.31% of Eldridge Investment Advisors's portfolio in Q2 2026, its #53 holding.
  • Eldridge Investment Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • Eldridge Investment Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.55M in Q1 2026.
  • 844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Eldridge Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.