Jordan Park Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Jordan Park 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	$435K	Sell	6,442 -206	-3%	-$13.3K	0.02%	61
2026 Q1	$394K	Sell	6,648 -2,050	-24%	-$125K	0.02%	64
2025 Q4	$504K	Buy	+8,698	New	+$500K	0.03%	58
2025 Q3	–	Sell	-8,702	Closed	-$473K	–	71
2025 Q2	$473K	Sell	8,702 -5,990	-41%	-$309K	0.03%	58
2025 Q1	$752K	Hold	14,692	–	–	0.05%	49
2024 Q4	$804K	Sell	14,692 -860	-6%	-$48.4K	0.06%	51
2024 Q3	$850K	Hold	15,552	–	–	0.06%	50
2024 Q2	$798K	Sell	15,552 -529	-3%	-$27.3K	0.06%	38
2024 Q1	$858K	Hold	16,081	–	–	0.05%	40
2023 Q4	$783K	Hold	16,081	–	–	0.05%	41
2023 Q3	$704K	Sell	16,081 -603	-4%	-$27.7K	0.05%	37
2023 Q2	$766K	Sell	16,684 -733	-4%	-$32K	0.05%	37
2023 Q1	$765K	Sell	17,417 -298	-2%	-$13.3K	0.05%	35
2022 Q4	$753K	Sell	17,715 -1,209	-6%	-$51.3K	0.06%	34
2022 Q3	$730K	Sell	18,924 -591	-3%	-$25.1K	0.06%	30
2022 Q2	$775K	Sell	19,515 -142	-0.7%	-$6.16K	0.08%	32
2022 Q1	$927K	Sell	19,657 -7,136	-27%	-$334K	0.08%	26
2021 Q4	$1.33M	Sell	26,793 -4,446	-14%	-$217K	0.1%	31
2021 Q3	$1.44M	Hold	31,239	–	–	0.07%	33
2021 Q2	$1.48M	Hold	31,239	–	–	0.08%	37
2021 Q1	$1.43M	Hold	31,239	–	–	0.09%	33
2020 Q4	$1.26M	Buy	+31,239	New	+$1.16M	0.08%	18

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Jordan Park Group's SPMD Position: Q2 2026 in Review

Jordan Park Group reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3.1% in Q2 2026, selling an estimated $13.3K and leaving 6,442 shares worth $435K. The position accounts for 0.02% of the portfolio, ranked #61.

Jordan Park Group first reported a position in SPMD in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.48M in Q2 2021. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Jordan Park Group held 6,442 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $435K as of Q2 2026.
Jordan Park Group sold 206 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $13.3K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.02% of Jordan Park Group's portfolio in Q2 2026, its #61 holding.
Jordan Park Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2020 and has held it in 22 quarters since.
Jordan Park Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.48M in Q2 2021.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Jordan Park Group's 13F filing for Q2 2026, filed 11 Aug 2026.