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

Gradient Investments’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	$11.8M	Buy	175,260 +45,821	+35%	+$2.95M	0.16%	152
2026 Q1	$7.67M	Buy	129,439 +20,150	+18%	+$1.23M	0.12%	160
2025 Q4	$6.33M	Buy	109,289 +39,837	+57%	+$2.29M	0.1%	168
2025 Q3	$3.97M	Buy	69,452 +34,428	+98%	+$1.94M	0.07%	170
2025 Q2	$1.9M	Buy	35,024 +19,472	+125%	+$1M	0.03%	192
2025 Q1	$796K	Buy	+15,552	New	+$848K	0.02%	208
2024 Q1	–	Sell	-136	Closed	-$6.63K	–	1756
2023 Q4	$6.63K	Buy	136 +118	+656%	+$5.26K	﹤0.01%	921
2023 Q3	$788	Hold	18	–	–	﹤0.01%	1442
2023 Q2	$826	Sell	18 -79	-81%	-$3.45K	﹤0.01%	1418
2023 Q1	$4.26K	Buy	97 +79	+439%	+$3.54K	﹤0.01%	978
2022 Q4	$765	Hold	18	–	–	﹤0.01%	1245
2022 Q3	$1K	Hold	18	–	–	﹤0.01%	1294
2022 Q2	$1K	Hold	18	–	–	﹤0.01%	1169
2022 Q1	$1K	Hold	18	–	–	﹤0.01%	1132
2021 Q4	$1K	Hold	18	–	–	﹤0.01%	1184
2021 Q3	$1K	Sell	18 -35	-66%	-$1.65K	﹤0.01%	1105
2021 Q2	$3K	Sell	53 -1,341	-96%	-$63.6K	﹤0.01%	968
2021 Q1	$64K	Buy	1,394 +1,284	+1,167%	+$56.4K	﹤0.01%	431
2020 Q4	$4K	Hold	110	–	–	﹤0.01%	861
2020 Q3	$4K	Buy	110 +69	+168%	+$2.27K	﹤0.01%	867
2020 Q2	$1K	Buy	41 +17	+71%	+$497	﹤0.01%	1003
2020 Q1	$1K	Buy	24 +1	+4%	+$33	﹤0.01%	1039
2019 Q4	$1K	Buy	+23	New	+$802	﹤0.01%	1051

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

Gradient Investments's SPMD Position: Q2 2026 in Review

Gradient Investments increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 35% in Q2 2026, buying an estimated $2.95M and bringing the position to 175,260 shares worth $11.8M. The position accounts for 0.16% of the portfolio, ranked #152.

Gradient Investments first reported a position in SPMD in Q4 2019 and has held it in 23 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Gradient Investments held 175,260 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $11.8M as of Q2 2026.
Gradient Investments bought 45,821 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $2.95M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.16% of Gradient Investments's portfolio in Q2 2026, its #152 holding.
Gradient Investments first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2019 and has held it in 23 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 Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.