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Investment Research & Advisory Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Investment Research & Advisory Group’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
-2
Closed -$120 – 321
2026
Q1 		$120 Hold
2
– – ﹤0.01% 273
2025
Q4 		$117 Hold
2
– – ﹤0.01% 269
2025
Q3 		$115 Buy
2
+1
+100% +$56 ﹤0.01% 247
2025
Q2 		$54 Buy
+1
New +$52 ﹤0.01% 239

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
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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Investment Research & Advisory Group's SPMD Position: Q2 2026 in Review

Investment Research & Advisory Group sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026, closing a stake of 2 shares — an estimated $120 sold.

Investment Research & Advisory Group first reported a position in SPMD in Q2 2025 and held it in 4 quarters. The position peaked at $120 in Q1 2026. 612 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Investment Research & Advisory Group reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Investment Research & Advisory Group sold 2 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $120.
  • Investment Research & Advisory Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2025 and held it in 4 quarters.
  • Investment Research & Advisory Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $120 in Q1 2026.
  • 612 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.