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

Harbour 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
Q1 		$5.97M Buy
100,752
+49,498
+97% +$3.01M 0.09% 206
2025
Q4 		$2.97M Buy
51,254
+2,097
+4% +$120K 0.06% 302
2025
Q3 		$2.81M Buy
49,157
+3,452
+8% +$194K 0.06% 265
2025
Q2 		$2.49M Buy
45,705
+1,559
+4% +$80.3K 0.06% 280
2025
Q1 		$2.26M Sell
44,146
-233
-0.5% -$12.7K 0.06% 264
2024
Q4 		$2.43M Buy
44,379
+308
+0.7% +$17.3K 0.07% 240
2024
Q3 		$2.41M Buy
44,071
+1,315
+3% +$69.5K 0.07% 232
2024
Q2 		$2.19M Buy
42,756
+4,266
+11% +$220K 0.07% 234
2024
Q1 		$2.05M Sell
38,490
-1,825
-5% -$90.8K 0.07% 248
2023
Q4 		$1.96M Sell
40,315
-1,332
-3% -$59.3K 0.08% 231
2023
Q3 		$1.82M Buy
41,647
+3,497
+9% +$161K 0.09% 215
2023
Q2 		$1.75M Buy
38,150
+31,898
+510% +$1.39M 0.09% 228
2023
Q1 		$275K Buy
6,252
+199
+3% +$8.91K 0.02% 652
2022
Q4 		$257K Buy
6,053
+582
+11% +$24.7K 0.02% 652
2022
Q3 		$217K Hold
5,471
– – 0.01% 656
2022
Q2 		$217K Buy
+5,471
New +$237K 0.01% 656
2021
Q4 		$194K Sell
3,908
-466
-11% -$22.8K 0.01% 728
2021
Q3 		$202K Buy
4,374
+42
+1% +$1.98K 0.01% 1022
2021
Q2 		$205K Buy
4,332
+246
+6% +$11.7K 0.01% 1030
2021
Q1 		$187K Buy
+4,086
New +$179K 0.01% 996

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Harbour Investments's SPMD Position: Q1 2026 in Review

Harbour Investments increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 97% in Q1 2026, buying an estimated $3.01M and bringing the position to 100,752 shares worth $5.97M. The position accounts for 0.09% of the portfolio, ranked #206.

Harbour Investments first reported a position in SPMD in Q1 2021 and has held it in 20 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Harbour Investments held 100,752 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $5.97M as of Q1 2026.
  • Harbour Investments bought 49,498 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $3.01M.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.09% of Harbour Investments's portfolio in Q1 2026, its #206 holding.
  • Harbour Investments first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2021 and has held it in 20 quarters since.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.