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

Evolution Advisers’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	$1K	Hold	15	–	–	﹤0.01%	200
2026 Q1	$0	Hold	15	–	–	﹤0.01%	169
2025 Q4	$0	Hold	15	–	–	﹤0.01%	169
2025 Q3	$0	Hold	15	–	–	﹤0.01%	161
2025 Q2	$0	Hold	15	–	–	﹤0.01%	158
2025 Q1	$0	Hold	15	–	–	﹤0.01%	180
2024 Q4	$0	Sell	15 -318	-95%	-$17.9K	﹤0.01%	192
2024 Q3	$18K	Buy	333 +318	+2,120%	+$16.8K	0.01%	119
2024 Q2	$0	Hold	15	–	–	﹤0.01%	196
2024 Q1	$1K	Hold	15	–	–	﹤0.01%	179
2023 Q4	$1K	Buy	+15	New	+$668	﹤0.01%	210

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

Evolution Advisers's SPMD Position: Q2 2026 in Review

Evolution Advisers held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 15 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #200.

Evolution Advisers first reported a position in SPMD in Q4 2023 and has held it in 11 quarters since. The position peaked at $18K in Q3 2024. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Evolution Advisers held 15 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1K as of Q2 2026.
Evolution Advisers 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 ﹤0.01% of Evolution Advisers's portfolio in Q2 2026, its #200 holding.
Evolution Advisers first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 11 quarters since.
Evolution Advisers's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $18K in Q3 2024.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Evolution Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.