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Johnson Investment Counsel’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Johnson Investment Counsel’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 		$3.25M Buy
48,150
+36,620
+318% +$2.36M 0.02% 235
2026
Q1 		$683K Buy
11,530
+1
+0% +$61 0.01% 509
2025
Q4 		$668K Buy
11,529
+1
+0% +$57 0.01% 483
2025
Q3 		$659K Buy
11,528
+199
+2% +$11.2K 0.01% 517
2025
Q2 		$616K Buy
11,329
+53
+0.5% +$2.73K 0.01% 501
2025
Q1 		$577K Buy
11,276
+132
+1% +$7.2K 0.01% 502
2024
Q4 		$609K Buy
11,144
+77
+0.7% +$4.33K 0.01% 485
2024
Q3 		$605K Buy
11,067
+3,713
+50% +$196K 0.01% 481
2024
Q2 		$377K Buy
7,354
+304
+4% +$15.7K ﹤0.01% 547
2024
Q1 		$376K Buy
7,050
+1,446
+26% +$71.9K ﹤0.01% 558
2023
Q4 		$273K Buy
5,604
+1
+0% +$45 ﹤0.01% 608
2023
Q3 		$245K Buy
5,603
+1
+0% +$46 ﹤0.01% 596
2023
Q2 		$257K Buy
5,602
+122
+2% +$5.33K ﹤0.01% 587
2023
Q1 		$241K Buy
5,480
+1
+0% +$45 ﹤0.01% 595
2022
Q4 		$233K Sell
5,479
-93
-2% -$3.95K ﹤0.01% 599
2022
Q3 		$215K Buy
5,572
+2
+0% +$85 ﹤0.01% 598
2022
Q2 		$221K Buy
5,570
+2
+0% +$87 ﹤0.01% 596
2022
Q1 		$263K Buy
5,568
+1
+0% +$47 ﹤0.01% 583
2021
Q4 		$277K Buy
5,567
+1
+0% +$49 ﹤0.01% 578
2021
Q3 		$257K Buy
5,566
+1
+0% +$47 ﹤0.01% 568
2021
Q2 		$263K Buy
5,565
+6
+0.1% +$285 ﹤0.01% 559
2021
Q1 		$254K Sell
5,559
-44
-0.8% -$1.93K ﹤0.01% 539
2020
Q4 		$226K Buy
+5,603
New +$208K ﹤0.01% 542
2020
Q1 		– Sell
-5,618
Closed -$204K – 600
2019
Q4 		$204K Sell
5,618
-1,111
-17% -$38.7K ﹤0.01% 575
2019
Q3 		$228K Buy
6,729
+7
+0.1% +$236 ﹤0.01% 549
2019
Q2 		$228K Buy
6,722
+6
+0.1% +$202 ﹤0.01% 556
2019
Q1 		$224K Buy
+6,716
New +$220K ﹤0.01% 560

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

Johnson Investment Counsel's SPMD Position: Q2 2026 in Review

Johnson Investment Counsel increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 318% in Q2 2026, buying an estimated $2.36M and bringing the position to 48,150 shares worth $3.25M. The position accounts for 0.02% of the portfolio, ranked #235.

Johnson Investment Counsel first reported a position in SPMD in Q1 2019 and has held it in 27 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Johnson Investment Counsel held 48,150 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.25M as of Q2 2026.
  • Johnson Investment Counsel bought 36,620 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $2.36M.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.02% of Johnson Investment Counsel's portfolio in Q2 2026, its #235 holding.
  • Johnson Investment Counsel first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2019 and has held it in 27 quarters since.
  • 840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.