Gladstone Institutional Advisory’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Gladstone Institutional Advisory’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	$22.5M	Buy	333,055 +46,690	+16%	+$3M	0.71%	29
2026 Q1	$17M	Buy	286,365 +7,553	+3%	+$460K	0.63%	40
2025 Q4	$16.1M	Buy	278,812 +61,977	+29%	+$3.56M	0.61%	37
2025 Q3	$12.4M	Buy	216,835 +14,779	+7%	+$833K	0.48%	43
2025 Q2	$11M	Buy	202,056 +7,555	+4%	+$389K	0.45%	48
2025 Q1	$9.95M	Buy	194,501 +55,448	+40%	+$3.02M	0.46%	45
2024 Q4	$7.6M	Buy	139,053 +43,525	+46%	+$2.45M	0.35%	64
2024 Q3	$5.22M	Buy	95,528 +44,789	+88%	+$2.37M	0.26%	95
2024 Q2	$2.6M	Buy	50,739 +7,384	+17%	+$381K	0.14%	180
2024 Q1	$2.31M	Buy	43,355 +3,303	+8%	+$164K	0.13%	193
2023 Q4	$1.95M	Buy	40,052 +827	+2%	+$36.8K	0.11%	203
2023 Q3	$1.72M	Buy	39,225 +1,842	+5%	+$84.7K	0.11%	201
2023 Q2	$1.72M	Sell	37,383 -8,501	-19%	-$371K	0.1%	211
2023 Q1	$2.02M	Buy	45,884 +9,967	+28%	+$446K	0.13%	192
2022 Q4	$1.53M	Buy	35,917 +528	+1%	+$22.4K	0.11%	221
2022 Q3	$1.36M	Buy	35,389 +159	+0.5%	+$6.74K	0.11%	224
2022 Q2	$1.4M	Buy	35,230 +2,730	+8%	+$118K	0.11%	214
2022 Q1	$1.53M	Buy	+32,500	New	+$1.52M	0.1%	221

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

Gladstone Institutional Advisory's SPMD Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 16% in Q2 2026, buying an estimated $3M and bringing the position to 333,055 shares worth $22.5M. The position accounts for 0.71% of the portfolio, ranked #29.

Gladstone Institutional Advisory first reported a position in SPMD in Q1 2022 and has held it in 18 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Gladstone Institutional Advisory held 333,055 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $22.5M as of Q2 2026.
Gladstone Institutional Advisory bought 46,690 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $3M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.71% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #29 holding.
Gladstone Institutional Advisory first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2022 and has held it in 18 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 Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.