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

Envestnet Portfolio Solutions’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	$34.9M	Buy	516,571 +38,644	+8%	+$2.49M	0.17%	93
2026 Q1	$28.3M	Buy	477,927 +43,097	+10%	+$2.62M	0.16%	88
2025 Q4	$25.2M	Buy	434,830 +21,102	+5%	+$1.21M	0.09%	117
2025 Q3	$23.7M	Buy	413,728 +15,485	+4%	+$872K	0.09%	118
2025 Q2	$21.7M	Buy	398,243 +29,190	+8%	+$1.5M	0.08%	124
2025 Q1	$18.9M	Buy	369,053 +8,481	+2%	+$462K	0.07%	134
2024 Q4	$19.7M	Buy	360,572 +25,430	+8%	+$1.43M	0.06%	135
2024 Q3	$18.3M	Buy	335,142 +60,272	+22%	+$3.19M	0.06%	155
2024 Q2	$14.1M	Buy	274,870 +50,199	+22%	+$2.59M	0.05%	187
2024 Q1	$12M	Buy	224,671 +39,709	+21%	+$1.97M	0.05%	201
2023 Q4	$9.01M	Buy	184,962 +54,292	+42%	+$2.42M	0.04%	220
2023 Q3	$5.72M	Buy	+130,670	New	+$6.01M	0.03%	280

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

Envestnet Portfolio Solutions's SPMD Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 8.1% in Q2 2026, buying an estimated $2.49M and bringing the position to 516,571 shares worth $34.9M. The position accounts for 0.17% of the portfolio, ranked #93.

Envestnet Portfolio Solutions first reported a position in SPMD in Q3 2023 and has held it in 12 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Envestnet Portfolio Solutions held 516,571 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $34.9M as of Q2 2026.
Envestnet Portfolio Solutions bought 38,644 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $2.49M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.17% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #93 holding.
Envestnet Portfolio Solutions first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2023 and has held it in 12 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 Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.