Evergreen Capital Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Evergreen Capital Management’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	$7.91M	Hold	117,044	–	–	0.14%	149
2026 Q1	$6.93M	Buy	117,044 +31,688	+37%	+$1.93M	0.15%	146
2025 Q4	$4.94M	Buy	85,356 +135	+0.2%	+$7.75K	0.11%	187
2025 Q3	$4.87M	Hold	85,221	–	–	0.12%	177
2025 Q2	$4.63M	Buy	85,221 +312	+0.4%	+$16.1K	0.14%	167
2025 Q1	$4.35M	Buy	84,909 +55,093	+185%	+$3M	0.15%	161
2024 Q4	$1.63M	Hold	29,816	–	–	0.05%	282
2024 Q3	$1.63M	Buy	29,816 +10,000	+50%	+$529K	0.05%	278
2024 Q2	$1.02M	Buy	19,816 +2,000	+11%	+$103K	0.04%	305
2024 Q1	$950K	Hold	17,816	–	–	0.04%	298
2023 Q4	$868K	Hold	17,816	–	–	0.04%	309
2023 Q3	$780K	Hold	17,816	–	–	0.03%	316
2023 Q2	$818K	Buy	+17,816	New	+$778K	0.03%	310

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

Evergreen Capital Management's SPMD Position: Q2 2026 in Review

Evergreen Capital Management held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 117,044 shares worth $7.91M. The position accounts for 0.14% of the portfolio, ranked #149.

Evergreen Capital Management first reported a position in SPMD in Q2 2023 and has held it in 13 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Evergreen Capital Management held 117,044 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $7.91M as of Q2 2026.
Evergreen Capital Management left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.14% of Evergreen Capital Management's portfolio in Q2 2026, its #149 holding.
Evergreen Capital Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2023 and has held it in 13 quarters since.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.