ESB
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Essex Savings Bank’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Essex Savings Bank’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 		$212K Buy
+3,134
New +$202K 0.05% 304

Other funds holding SPMD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

Essex Savings Bank's SPMD Position: Q2 2026 in Review

Essex Savings Bank opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026: 3,134 shares worth $212K. The stake represents 0.05% of the portfolio and ranks #304 among its holdings.

421 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Essex Savings Bank held 3,134 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $212K as of Q2 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Essex Savings Bank position in Q2 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.05% of Essex Savings Bank's portfolio in Q2 2026, its #304 holding.
  • 421 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.