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

Hobbs Group 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	$1.13M	Buy	16,697 +1	+0%	+$64	0.3%	58
2026 Q1	$989K	Sell	16,696 -9	-0.1%	-$548	0.3%	60
2025 Q4	$967K	Sell	16,705 -1,200	-7%	-$68.9K	0.29%	61
2025 Q3	$1.02M	Buy	17,905 +1	+0%	+$56	0.32%	58
2025 Q2	$974K	Sell	17,904 -71	-0.4%	-$3.66K	0.33%	55
2025 Q1	$920K	Sell	17,975 -167	-0.9%	-$9.1K	0.35%	56
2024 Q4	$992K	Buy	18,142 +8	+0%	+$450	0.37%	51
2024 Q3	$992K	Sell	18,134 -2,054	-10%	-$109K	0.36%	51
2024 Q2	$1.04M	Buy	+20,188	New	+$1.04M	0.39%	45
2023 Q4	$1.22M	Buy	+25,024	New	+$1.11M	0.54%	32

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

Hobbs Group Advisors's SPMD Position: Q2 2026 in Review

Hobbs Group Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.01% in Q2 2026, buying an estimated $64 and bringing the position to 16,697 shares worth $1.13M. The position accounts for 0.3% of the portfolio, ranked #58.

Hobbs Group Advisors first reported a position in SPMD in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.22M in Q4 2023. 842 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Hobbs Group Advisors held 16,697 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.13M as of Q2 2026.
Hobbs Group Advisors bought 1 State Street SPDR Portfolio S&P 400 Mid Cap ETF share in Q2 2026, an estimated $64.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.3% of Hobbs Group Advisors's portfolio in Q2 2026, its #58 holding.
Hobbs Group Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 10 quarters since.
Hobbs Group Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.22M in Q4 2023.
842 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Hobbs Group Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.