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

Jacobi Capital 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 		$4.75M Buy
70,343
+8,253
+13% +$531K 0.23% 76
2026
Q1 		$3.68M Buy
62,090
+6,222
+11% +$379K 0.21% 92
2025
Q4 		$3.24M Buy
55,868
+2,979
+6% +$171K 0.19% 102
2025
Q3 		$3.02M Buy
52,889
+1,526
+3% +$86K 0.18% 102
2025
Q2 		$2.79M Buy
51,363
+8,619
+20% +$444K 0.19% 109
2025
Q1 		$2.19M Buy
42,744
+3,226
+8% +$176K 0.16% 129
2024
Q4 		$2.16M Buy
39,518
+3,600
+10% +$203K 0.16% 129
2024
Q3 		$1.96M Sell
35,918
-934
-3% -$49.4K 0.15% 140
2024
Q2 		$1.89M Buy
36,852
+1,601
+5% +$82.6K 0.16% 122
2024
Q1 		$1.88M Buy
35,251
+6,870
+24% +$342K 0.17% 111
2023
Q4 		$1.38M Buy
28,381
+221
+0.8% +$9.85K 0.14% 136
2023
Q3 		$1.23M Buy
28,160
+260
+0.9% +$12K 0.14% 140
2023
Q2 		$1.28M Sell
27,900
-577
-2% -$25.2K 0.14% 141
2023
Q1 		$1.25M Sell
28,477
-1,378
-5% -$61.7K 0.15% 143
2022
Q4 		$1.27M Sell
29,855
-709
-2% -$30.1K 0.16% 132
2022
Q3 		$1.18M Buy
30,564
+673
+2% +$28.5K 0.16% 133
2022
Q2 		$1.19M Buy
29,891
+2,128
+8% +$92.3K 0.16% 137
2022
Q1 		$1.31M Buy
27,763
+5,004
+22% +$234K 0.16% 129
2021
Q4 		$1.13M Buy
22,759
+32
+0.1% +$1.56K 0.13% 145
2021
Q3 		$1.05M Buy
22,727
+1,253
+6% +$59.2K 0.13% 139
2021
Q2 		$1.01M Buy
21,474
+2,174
+11% +$103K 0.13% 139
2021
Q1 		$883K Buy
+19,300
New +$847K 0.13% 148

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

Jacobi Capital Management's SPMD Position: Q2 2026 in Review

Jacobi Capital Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 13% in Q2 2026, buying an estimated $531K and bringing the position to 70,343 shares worth $4.75M. The position accounts for 0.23% of the portfolio, ranked #76.

Jacobi Capital Management first reported a position in SPMD in Q1 2021 and has held it in 22 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Jacobi Capital Management held 70,343 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $4.75M as of Q2 2026.
  • Jacobi Capital Management bought 8,253 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $531K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.23% of Jacobi Capital Management's portfolio in Q2 2026, its #76 holding.
  • Jacobi Capital Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • 844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.