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

HUB Investment Partners’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 		$1.05M Sell
15,559
-850
-5% -$54.7K 0.02% 439
2026
Q1 		$972K Buy
16,409
+12,052
+277% +$734K 0.02% 372
2025
Q4 		$252K Buy
+4,357
New +$250K 0.01% 739
2025
Q1 		– Sell
-3,716
Closed -$203K – 680
2024
Q4 		$203K Buy
+3,716
New +$209K 0.01% 507
2023
Q3 		– Sell
-4,465
Closed -$205K – 286
2023
Q2 		$205K Sell
4,465
-210
-4% -$9.18K 0.03% 233
2023
Q1 		$205K Buy
+4,675
New +$209K 0.04% 209
2022
Q2 		– Sell
-4,848
Closed -$229K – 191
2022
Q1 		$229K Sell
4,848
-380
-7% -$17.8K 0.05% 163
2021
Q4 		$260K Sell
5,228
-1,220
-19% -$59.6K 0.06% 163
2021
Q3 		$298K Sell
6,448
-719
-10% -$34K 0.07% 170
2021
Q2 		$338K Sell
7,167
-444
-6% -$21.1K 0.09% 149
2021
Q1 		$348K Sell
7,611
-1,621
-18% -$71.1K 0.1% 149
2020
Q4 		$301K Buy
+9,232
New +$342K 0.14% 120

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

HUB Investment Partners's SPMD Position: Q2 2026 in Review

HUB Investment Partners reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 5.2% in Q2 2026, selling an estimated $54.7K and leaving 15,559 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #439.

HUB Investment Partners first reported a position in SPMD in Q4 2020 and has held it in 12 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • HUB Investment Partners held 15,559 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.05M as of Q2 2026.
  • HUB Investment Partners sold 850 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $54.7K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.02% of HUB Investment Partners's portfolio in Q2 2026, its #439 holding.
  • HUB Investment Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2020 and has held it in 12 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 HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.