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

FF 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 		$12.9M Buy
191,508
+3,288
+2% +$212K 4.85% 5
2026
Q1 		$12M Buy
188,220
+13,318
+8% +$811K 4.86% 6
2025
Q4 		$10.1M Buy
174,902
+17,748
+11% +$1.02M 4.51% 6
2025
Q3 		$8.99M Buy
157,154
+12,224
+8% +$689K 4.3% 6
2025
Q2 		$7.88M Buy
144,930
+1,964
+1% +$101K 4.09% 6
2025
Q1 		$7.31M Buy
142,966
+12,586
+10% +$686K 4.19% 6
2024
Q4 		$7.51M Sell
130,380
-8,682
-6% -$489K 5.08% 5
2024
Q3 		$7.73M Buy
139,062
+132
+0.1% +$6.98K 4.98% 5
2024
Q2 		$7.13M Sell
138,930
-395
-0.3% -$20.4K 5.02% 4
2024
Q1 		$7.43M Buy
139,325
+17,454
+14% +$868K 5.14% 4
2023
Q4 		$5.94M Buy
+121,871
New +$5.43M 4.94% 4

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

FF Advisors's SPMD Position: Q2 2026 in Review

FF Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.7% in Q2 2026, buying an estimated $212K and bringing the position to 191,508 shares worth $12.9M. The position accounts for 4.85% of the portfolio, ranked #5.

FF Advisors first reported a position in SPMD in Q4 2023 and has held it in 11 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • FF Advisors held 191,508 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $12.9M as of Q2 2026.
  • FF Advisors bought 3,288 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $212K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 4.85% of FF Advisors's portfolio in Q2 2026, its #5 holding.
  • FF Advisors 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.
  • 840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on FF Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.