Koesten Hirschmann & Crabtree’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Koesten Hirschmann & Crabtree’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	$201K	Buy	+2,978	New	+$192K	0.08%	52
2025 Q4	–	Sell	-14	Closed	-$801	–	213
2025 Q3	$801	Hold	14	–	–	﹤0.01%	220
2025 Q2	$762	Hold	14	–	–	﹤0.01%	270
2025 Q1	$717	Hold	14	–	–	﹤0.01%	186
2024 Q4	$766	Sell	14 -72	-84%	-$4.05K	﹤0.01%	175
2024 Q3	$4.7K	Buy	86 +14	+19%	+$740	﹤0.01%	141
2024 Q2	$3.84K	Hold	72	–	–	﹤0.01%	156
2024 Q1	$3.84K	Sell	72 -1,175	-94%	-$58.4K	﹤0.01%	156
2023 Q4	$60.8K	Buy	+1,247	New	+$55.6K	0.04%	64

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

Koesten Hirschmann & Crabtree's SPMD Position: Q2 2026 in Review

Koesten Hirschmann & Crabtree opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026: 2,978 shares worth $201K. The stake represents 0.08% of the portfolio and ranks #52 among its holdings. This is a return to the name: Koesten Hirschmann & Crabtree previously reported a position in SPMD as recently as Q3 2025.

Koesten Hirschmann & Crabtree first reported a position in SPMD in Q4 2023 and has held it in 9 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Koesten Hirschmann & Crabtree held 2,978 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $201K as of Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Koesten Hirschmann & Crabtree position in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.08% of Koesten Hirschmann & Crabtree's portfolio in Q2 2026, its #52 holding.
Koesten Hirschmann & Crabtree first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 9 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 Koesten Hirschmann & Crabtree's 13F filing for Q2 2026, filed 20 Jul 2026.