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

Evermay Wealth 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	$25M	Buy	370,105 +38,911	+12%	+$2.5M	2.58%	9
2026 Q1	$19.6M	Buy	331,194 +24,256	+8%	+$1.48M	2.17%	9
2025 Q4	$17.8M	Buy	306,938 +19,553	+7%	+$1.12M	1.99%	9
2025 Q3	$16.4M	Buy	287,385 +18,153	+7%	+$1.02M	1.88%	9
2025 Q2	$14.6M	Buy	269,232 +30,596	+13%	+$1.58M	1.8%	9
2025 Q1	$12.2M	Buy	238,636 +30,894	+15%	+$1.68M	1.6%	9
2024 Q4	$11.4M	Buy	207,742 +66,494	+47%	+$3.74M	1.72%	11
2024 Q3	$7.72M	Buy	141,248 +55,005	+64%	+$2.91M	1.24%	15
2024 Q2	$4.42M	Buy	86,243 +31,692	+58%	+$1.64M	0.71%	22
2024 Q1	$2.91M	Sell	54,551 -1,635	-3%	-$81.3K	0.44%	32
2023 Q4	$2.74M	Buy	56,186 +54,170	+2,687%	+$2.41M	0.51%	21
2023 Q3	$88.3K	Buy	+2,016	New	+$92.7K	0.02%	249

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

Evermay Wealth Management's SPMD Position: Q2 2026 in Review

Evermay Wealth Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 12% in Q2 2026, buying an estimated $2.5M and bringing the position to 370,105 shares worth $25M. The position accounts for 2.58% of the portfolio, ranked #9.

Evermay Wealth Management first reported a position in SPMD in Q3 2023 and has held it in 12 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Evermay Wealth Management held 370,105 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $25M as of Q2 2026.
Evermay Wealth Management bought 38,911 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $2.5M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 2.58% of Evermay Wealth Management's portfolio in Q2 2026, its #9 holding.
Evermay Wealth Management 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.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.