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

Glen Eagle 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	$2.28M	Buy	33,790 +472	+1%	+$30.4K	0.29%	61
2026 Q1	$1.97M	Sell	33,318 -63,530	-66%	-$3.87M	0.28%	65
2025 Q4	$5.61M	Buy	96,848 +8,219	+9%	+$472K	0.76%	30
2025 Q3	$5.07M	Buy	88,629 +41,478	+88%	+$2.34M	0.7%	31
2025 Q2	$2.56M	Buy	47,151 +1,973	+4%	+$102K	0.39%	49
2025 Q1	$2.31M	Buy	45,178 +44,689	+9,139%	+$2.44M	0.38%	53
2024 Q4	$26.7K	Buy	+489	New	+$27.5K	﹤0.01%	517
2023 Q1	–	Sell	-26	Closed	-$1.11K	–	1199
2022 Q4	$1.11K	Buy	+26	New	+$1.1K	﹤0.01%	1005
2022 Q1	–	Sell	-58	Closed	-$2.88K	–	974
2021 Q4	$2.88K	Buy	+58	New	+$2.83K	﹤0.01%	772

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

Glen Eagle Advisors's SPMD Position: Q2 2026 in Review

Glen Eagle Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.4% in Q2 2026, buying an estimated $30.4K and bringing the position to 33,790 shares worth $2.28M. The position accounts for 0.29% of the portfolio, ranked #61.

Glen Eagle Advisors first reported a position in SPMD in Q4 2021 and has held it in 9 quarters since. The position peaked at $5.61M in Q4 2025. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Glen Eagle Advisors held 33,790 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.28M as of Q2 2026.
Glen Eagle Advisors bought 472 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $30.4K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.29% of Glen Eagle Advisors's portfolio in Q2 2026, its #61 holding.
Glen Eagle Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and has held it in 9 quarters since.
Glen Eagle Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $5.61M in Q4 2025.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Glen Eagle Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.