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

Fifth Third Wealth 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	$1.88M	Buy	27,757 +4,324	+18%	+$278K	0.05%	210
2026 Q1	$1.39M	Buy	23,433 +3,301	+16%	+$201K	0.05%	224
2025 Q4	$1.17M	Buy	20,132 +6,725	+50%	+$386K	0.04%	235
2025 Q3	$767K	Buy	13,407 +4,278	+47%	+$241K	0.03%	284
2025 Q2	$496K	Sell	9,129 -3,351	-27%	-$173K	0.02%	364
2025 Q1	$639K	Buy	12,480 +5,055	+68%	+$276K	0.03%	280
2024 Q4	$406K	Buy	+7,425	New	+$418K	0.02%	391

Other funds holding SPMD

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

MSA

Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fifth Third Wealth Advisors's SPMD Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 18% in Q2 2026, buying an estimated $278K and bringing the position to 27,757 shares worth $1.88M. The position accounts for 0.05% of the portfolio, ranked #210.

Fifth Third Wealth Advisors first reported a position in SPMD in Q4 2024 and has held it in 7 quarters since. 188 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Fifth Third Wealth Advisors held 27,757 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.88M as of Q2 2026.
Fifth Third Wealth Advisors bought 4,324 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $278K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.05% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #210 holding.
Fifth Third Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and has held it in 7 quarters since.
188 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.