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

Harbor Investment 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	$521K	Sell	7,708 -24	-0.3%	-$1.54K	0.04%	293
2026 Q1	$458K	Buy	7,732 +399	+5%	+$24.3K	0.04%	294
2025 Q4	$425K	Sell	7,333 -324	-4%	-$18.6K	0.03%	304
2025 Q3	$438K	Buy	7,657 +39	+0.5%	+$2.2K	0.04%	299
2025 Q2	$414K	Sell	7,618 -302	-4%	-$15.6K	0.04%	286
2025 Q1	$405K	Buy	7,920 +381	+5%	+$20.8K	0.04%	273
2024 Q4	$412K	Buy	7,539 +1,519	+25%	+$85.5K	0.04%	259
2024 Q3	$329K	Buy	6,020 +270	+5%	+$14.3K	0.03%	281
2024 Q2	$295K	Buy	5,750 +469	+9%	+$24.2K	0.03%	283
2024 Q1	$282K	Buy	+5,281	New	+$263K	0.03%	288

Other funds holding SPMD

LPL Financial San Diego, California $445B AUM 25.58% 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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

WAP

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 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

Harbor Investment Advisory's SPMD Position: Q2 2026 in Review

Harbor Investment Advisory reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.31% in Q2 2026, selling an estimated $1.54K and leaving 7,708 shares worth $521K. The position accounts for 0.04% of the portfolio, ranked #293.

Harbor Investment Advisory first reported a position in SPMD in Q1 2024 and has held it in 10 quarters since. 565 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Harbor Investment Advisory held 7,708 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $521K as of Q2 2026.
Harbor Investment Advisory sold 24 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $1.54K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.04% of Harbor Investment Advisory's portfolio in Q2 2026, its #293 holding.
Harbor Investment Advisory 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.
565 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.