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

IEQ Capital’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 		– Sell
-10,786
Closed -$639K – 2170
2026
Q1 		$639K Sell
10,786
-12
-0.1% -$730 ﹤0.01% 1199
2025
Q4 		$625K Buy
10,798
+310
+3% +$17.8K ﹤0.01% 1230
2025
Q3 		$600K Buy
10,488
+7
+0.1% +$394 ﹤0.01% 1211
2025
Q2 		$570K Sell
10,481
-767
-7% -$39.5K ﹤0.01% 1101
2025
Q1 		$576K Buy
11,248
+1,041
+10% +$56.7K ﹤0.01% 918
2024
Q4 		$558K Hold
10,207
– – 0.01% 808
2024
Q3 		$558K Hold
10,207
– – 0.01% 723
2024
Q2 		$524K Hold
10,207
– – 0.01% 635
2024
Q1 		$544K Sell
10,207
-356
-3% -$17.7K 0.01% 596
2023
Q4 		$515K Buy
10,563
+237
+2% +$10.6K 0.01% 569
2023
Q3 		$452K Sell
10,326
-5,730
-36% -$263K 0.01% 597
2023
Q2 		$737K Sell
16,056
-6,167
-28% -$269K 0.01% 457
2023
Q1 		$976K Sell
22,223
-8,842
-28% -$396K 0.02% 393
2022
Q4 		$1.32M Buy
31,065
+47
+0.2% +$2K 0.04% 314
2022
Q3 		$1.2M Buy
31,018
+57
+0.2% +$2.42K 0.03% 322
2022
Q2 		$1.23M Buy
30,961
+56
+0.2% +$2.43K 0.04% 273
2022
Q1 		$1.46M Buy
30,905
+12,944
+72% +$605K 0.03% 263
2021
Q4 		$893K Buy
+17,961
New +$877K 0.02% 330

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

IEQ Capital's SPMD Position: Q2 2026 in Review

IEQ Capital sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026, closing a stake of 10,786 shares — an estimated $639K sold.

IEQ Capital first reported a position in SPMD in Q4 2021 and held it in 18 quarters. The position peaked at $1.46M in Q1 2022. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • IEQ Capital reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
  • IEQ Capital sold 10,786 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $639K.
  • IEQ Capital first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and held it in 18 quarters.
  • IEQ Capital's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.46M in Q1 2022.
  • 844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.