JWCA
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J.W. Cole Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

J.W. Cole Advisors’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 		$2.23M Buy
32,996
+1,101
+3% +$70.8K 0.04% 464
2026
Q1 		$1.89M Sell
31,895
-140
-0.4% -$8.52K 0.06% 253
2025
Q4 		$1.53M Sell
32,035
-2,739
-8% -$157K 0.04% 491
2025
Q3 		$1.99M Buy
34,774
+14,487
+71% +$816K 0.04% 454
2025
Q2 		$1.1M Buy
+20,287
New +$1.04M 0.02% 631
2025
Q1 		– Sell
-7,997
Closed -$437K – 1344
2024
Q4 		$437K Sell
7,997
-606
-7% -$34.1K 0.02% 649
2024
Q3 		$470K Sell
8,603
-264
-3% -$14K 0.02% 616
2024
Q2 		$455K Buy
8,867
+1,136
+15% +$58.6K 0.02% 542
2024
Q1 		$412K Sell
7,731
-18
-0.2% -$895 0.02% 586
2023
Q4 		$378K Buy
+7,749
New +$345K 0.02% 565
2022
Q1 		– Sell
-5,409
Closed -$269K – 864
2021
Q4 		$269K Buy
+5,409
New +$264K 0.02% 688
2021
Q3 		– Sell
-4,389
Closed -$207K – 730
2021
Q2 		$207K Sell
4,389
-1,764
-29% -$83.7K 0.02% 690
2021
Q1 		$282K Buy
+6,153
New +$270K 0.03% 533

Other funds holding SPMD

FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

J.W. Cole Advisors's SPMD Position: Q2 2026 in Review

J.W. Cole Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3.5% in Q2 2026, buying an estimated $70.8K and bringing the position to 32,996 shares worth $2.23M. The position accounts for 0.04% of the portfolio, ranked #464.

J.W. Cole Advisors first reported a position in SPMD in Q1 2021 and has held it in 13 quarters since. 376 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • J.W. Cole Advisors held 32,996 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.23M as of Q2 2026.
  • J.W. Cole Advisors bought 1,101 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $70.8K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.04% of J.W. Cole Advisors's portfolio in Q2 2026, its #464 holding.
  • J.W. Cole Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2021 and has held it in 13 quarters since.
  • 376 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.