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F.L. Putnam Investment Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

F.L. Putnam Investment 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 		$472K Buy
6,980
+31
+0.4% +$1.99K 0.01% 476
2026
Q1 		$412K Sell
6,949
-163
-2% -$9.92K 0.01% 454
2025
Q4 		$412K Sell
7,112
-196
-3% -$11.3K 0.01% 462
2025
Q3 		$418K Sell
7,308
-95
-1% -$5.35K 0.01% 445
2025
Q2 		$403K Sell
7,403
-4,093
-36% -$211K 0.01% 450
2025
Q1 		$588K Sell
11,496
-227
-2% -$12.4K 0.01% 384
2024
Q4 		$641K Sell
11,723
-2,395
-17% -$135K 0.01% 380
2024
Q3 		$772K Buy
14,118
+48
+0.3% +$2.54K 0.01% 361
2024
Q2 		$722K Sell
14,070
-1,050
-7% -$54.2K 0.01% 367
2024
Q1 		$807K Sell
15,120
-1,553
-9% -$77.2K 0.02% 281
2023
Q4 		$812K Sell
16,673
-2,067
-11% -$92.1K 0.02% 280
2023
Q3 		$821K Sell
18,740
-2,162
-10% -$99.4K 0.02% 278
2023
Q2 		$959K Buy
20,902
+1,365
+7% +$59.6K 0.03% 282
2023
Q1 		$858K Sell
19,537
-3,166
-14% -$142K 0.03% 245
2022
Q4 		$965K Buy
22,703
+3,212
+16% +$136K 0.04% 230
2022
Q3 		$752K Sell
19,491
-8,820
-31% -$374K 0.03% 236
2022
Q2 		$1.12M Buy
28,311
+22,822
+416% +$990K 0.04% 220
2022
Q1 		$259K Sell
5,489
-11
-0.2% -$514 0.01% 364
2021
Q4 		$274K Sell
5,500
-36
-0.7% -$1.76K 0.01% 352
2021
Q3 		$256K Sell
5,536
-546
-9% -$25.8K 0.01% 352
2021
Q2 		$287K Buy
6,082
+3
+0% +$142 0.01% 343
2021
Q1 		$278K Sell
6,079
-111
-2% -$4.87K 0.01% 307
2020
Q4 		$250K Buy
6,190
+38
+0.6% +$1.41K 0.01% 293
2020
Q3 		$201K Sell
6,152
-2,436
-28% -$80K 0.01% 293
2020
Q2 		$268K Sell
8,588
-6,663
-44% -$195K 0.02% 266
2020
Q1 		$386K Sell
15,251
-1,764
-10% -$57.7K 0.03% 215
2019
Q4 		$616K Sell
17,015
-891
-5% -$31.1K 0.04% 206
2019
Q3 		$607K Sell
17,906
-3,007
-14% -$101K 0.04% 185
2019
Q2 		$713K Sell
20,913
-655
-3% -$22.1K 0.06% 141
2019
Q1 		$719K Buy
+21,568
New +$705K 0.06% 140

Other funds holding SPMD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AG
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

F.L. Putnam Investment Management's SPMD Position: Q2 2026 in Review

F.L. Putnam Investment Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.45% in Q2 2026, buying an estimated $1.99K and bringing the position to 6,980 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #476.

F.L. Putnam Investment Management first reported a position in SPMD in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.12M in Q2 2022. 613 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • F.L. Putnam Investment Management held 6,980 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $472K as of Q2 2026.
  • F.L. Putnam Investment Management bought 31 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $1.99K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #476 holding.
  • F.L. Putnam Investment Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • F.L. Putnam Investment Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.12M in Q2 2022.
  • 613 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.