Farther Finance Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Farther Finance Advisors’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	$60.3M	Buy	892,359 +95,342	+12%	+$6.13M	0.47%	35
2026 Q1	$47.6M	Buy	797,017 +127,447	+19%	+$7.76M	0.45%	37
2025 Q4	$38.8M	Buy	669,570 +83,711	+14%	+$4.81M	0.42%	47
2025 Q3	$33.5M	Sell	585,859 -385,262	-40%	-$21.7M	0.51%	38
2025 Q2	$52.8M	Buy	971,121 +550,634	+131%	+$28.4M	1.06%	10
2025 Q1	$21.6M	Buy	420,487 +107,824	+34%	+$5.88M	0.55%	28
2024 Q4	$17.1M	Buy	312,663 +77,100	+33%	+$4.34M	0.62%	27
2024 Q3	$12.9M	Buy	235,563 +72,988	+45%	+$3.86M	0.48%	34
2024 Q2	$8.27M	Buy	162,575 +85,419	+111%	+$4.41M	0.4%	42
2024 Q1	$4.09M	Buy	77,156 +25,695	+50%	+$1.28M	0.25%	79
2023 Q4	$2.51M	Buy	51,461 +26,235	+104%	+$1.17M	0.18%	105
2023 Q3	$1.1M	Buy	25,226 +5,687	+29%	+$261K	0.17%	106
2023 Q2	$897K	Buy	19,539 +17,351	+793%	+$758K	0.2%	99
2023 Q1	$96.1K	Buy	+2,188	New	+$97.9K	0.03%	416

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

Farther Finance Advisors's SPMD Position: Q2 2026 in Review

Farther Finance Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 12% in Q2 2026, buying an estimated $6.13M and bringing the position to 892,359 shares worth $60.3M. The position accounts for 0.47% of the portfolio, ranked #35.

Farther Finance Advisors first reported a position in SPMD in Q1 2023 and has held it in 14 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Farther Finance Advisors held 892,359 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $60.3M as of Q2 2026.
Farther Finance Advisors bought 95,342 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $6.13M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.47% of Farther Finance Advisors's portfolio in Q2 2026, its #35 holding.
Farther Finance Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2023 and has held it in 14 quarters since.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.