IMA Advisory Services’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$213K Buy
3,155
+2,455
+351% +$158K 0.01% 318
2026
Q1
$41.5K Hold
700
– – ﹤0.01% 260
2025
Q4
$40.5K Hold
700
– – ﹤0.01% 261
2025
Q3
$40K Buy
+700
New +$39.4K ﹤0.01% 257

Other funds holding SPMD

IMA Advisory Services's SPMD Position: Q2 2026 in Review

IMA Advisory Services increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 351% in Q2 2026, buying an estimated $158K and bringing the position to 3,155 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #318.

IMA Advisory Services first reported a position in SPMD in Q3 2025 and has held it in 4 quarters since. 846 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • IMA Advisory Services held 3,155 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $213K as of Q2 2026.
  • IMA Advisory Services bought 2,455 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $158K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of IMA Advisory Services's portfolio in Q2 2026, its #318 holding.
  • IMA Advisory Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 846 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.