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Harel Insurance Investments & Financial Services’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Harel Insurance Investments & Financial Services’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 		$91K Hold
1,352
– – ﹤0.01% 416
2026
Q1 		$80K Buy
1,352
+700
+107% +$42.6K ﹤0.01% 398
2025
Q4 		$38K Sell
652
-948
-59% -$54.5K ﹤0.01% 358
2025
Q3 		$91K Buy
1,600
+300
+23% +$16.9K ﹤0.01% 347
2025
Q2 		$71K Hold
1,300
– – ﹤0.01% 334
2025
Q1 		$66K Buy
1,300
+800
+160% +$43.6K ﹤0.01% 348
2024
Q4 		$27K Hold
500
– – ﹤0.01% 357
2024
Q3 		$27K Sell
500
-500
-50% -$26.4K ﹤0.01% 398
2024
Q2 		$51K Sell
1,000
-900
-47% -$46.4K ﹤0.01% 373
2024
Q1 		$101K Hold
1,900
– – ﹤0.01% 308
2023
Q4 		$93K Sell
1,900
-4,000
-68% -$178K ﹤0.01% 355
2023
Q3 		$257K Hold
5,900
– – 0.01% 264
2023
Q2 		$267K Hold
5,900
– – 0.01% 279
2023
Q1 		$254K Hold
5,900
– – 0.01% 303
2022
Q4 		$248K Hold
5,900
– – 0.01% 265
2022
Q3 		$233K Hold
5,900
– – 0.01% 282
2022
Q2 		$236K Buy
5,900
+4,470
+313% +$194K 0.01% 313
2022
Q1 		$67K Sell
1,430
-1,500
-51% -$70.1K ﹤0.01% 484
2021
Q4 		$145K Sell
2,930
-14,793
-83% -$723K ﹤0.01% 454
2021
Q3 		$831K Sell
17,723
-16,385
-48% -$774K 0.02% 169
2021
Q2 		$5.25M Buy
34,108
+2,304
+7% +$109K 0.12% 86
2021
Q1 		$4.86M Buy
31,804
+9,312
+41% +$409K 0.09% 135
2020
Q4 		$2.92M Buy
+22,492
New +$834K 0.07% 138

Other funds holding SPMD

VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AG
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
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

Harel Insurance Investments & Financial Services's SPMD Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 1,352 shares worth $91K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Harel Insurance Investments & Financial Services first reported a position in SPMD in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.25M in Q2 2021. 528 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Harel Insurance Investments & Financial Services held 1,352 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $91K as of Q2 2026.
  • Harel Insurance Investments & Financial Services left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #416 holding.
  • Harel Insurance Investments & Financial Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Harel Insurance Investments & Financial Services's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $5.25M in Q2 2021.
  • 528 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.