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

Five Oceans 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 		$278K Sell
4,121
-157
-4% -$10.1K 0.09% 152
2026
Q1 		$253K Sell
4,278
-181
-4% -$11K 0.09% 146
2025
Q4 		$258K Buy
4,459
+98
+2% +$5.63K 0.09% 140
2025
Q3 		$249K Sell
4,361
-459
-10% -$25.9K 0.09% 146
2025
Q2 		$262K Buy
4,820
+164
+4% +$8.45K 0.11% 141
2025
Q1 		$238K Sell
4,656
-1,338
-22% -$72.9K 0.11% 138
2024
Q4 		$328K Sell
5,994
-300
-5% -$16.9K 0.15% 90
2024
Q3 		$344K Sell
6,294
-1,312
-17% -$69.4K 0.16% 98
2024
Q2 		$390K Buy
7,606
+229
+3% +$11.8K 0.2% 81
2024
Q1 		$393K Buy
+7,377
New +$367K 0.2% 84

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
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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Five Oceans Advisors's SPMD Position: Q2 2026 in Review

Five Oceans Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3.7% in Q2 2026, selling an estimated $10.1K and leaving 4,121 shares worth $278K. The position accounts for 0.09% of the portfolio, ranked #152.

Five Oceans Advisors first reported a position in SPMD in Q1 2024 and has held it in 10 quarters since. The position peaked at $393K in Q1 2024. 145 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Five Oceans Advisors held 4,121 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $278K as of Q2 2026.
  • Five Oceans Advisors sold 157 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $10.1K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.09% of Five Oceans Advisors's portfolio in Q2 2026, its #152 holding.
  • Five Oceans Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • Five Oceans Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $393K in Q1 2024.
  • 145 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Five Oceans Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.