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International Assets Investment Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

International Assets Investment Management’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 		$213K Hold
3,177
– – 0.01% 850
2026
Q1 		$190K Hold
3,177
– – 0.01% 821
2025
Q4 		$184K Sell
3,177
-10,988
-78% -$631K 0.01% 838
2025
Q3 		$780K Hold
14,165
– – 0.06% 307
2025
Q2 		$770K Buy
+14,165
New +$730K 0.06% 308

Other funds holding SPMD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
MSA
Mason Street Advisors Milwaukee, Wisconsin $1.11B AUM 12.31% 1-Year Est. Return

International Assets Investment Management's SPMD Position: Q2 2026 in Review

International Assets Investment Management held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 3,177 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #850.

International Assets Investment Management first reported a position in SPMD in Q2 2025 and has held it in 5 quarters since. The position peaked at $780K in Q3 2025. 693 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • International Assets Investment Management held 3,177 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $213K as of Q2 2026.
  • International Assets Investment Management 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 International Assets Investment Management's portfolio in Q2 2026, its #850 holding.
  • International Assets Investment Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • International Assets Investment Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $780K in Q3 2025.
  • 693 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.