Kraft Davis & Associates’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Kraft Davis & Associates’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	$227K	Buy	3,471 +40	+1%	+$2.57K	0.05%	142
2026 Q1	$219K	Sell	3,431 -22,722	-87%	-$1.38M	0.05%	139
2025 Q4	$1.59M	Buy	26,153 +207	+0.8%	+$11.9K	0.36%	52
2025 Q3	$1.5M	Buy	25,946 +1,682	+7%	+$94.8K	0.36%	50
2025 Q2	$1.37M	Buy	24,264 +710	+3%	+$36.6K	0.37%	51
2025 Q1	$1.14M	Buy	+23,554	New	+$1.28M	0.37%	47

Other funds holding SPMD

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

MSA

Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Kraft Davis & Associates's SPMD Position: Q2 2026 in Review

Kraft Davis & Associates increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.2% in Q2 2026, buying an estimated $2.57K and bringing the position to 3,471 shares worth $227K. The position accounts for 0.05% of the portfolio, ranked #142.

Kraft Davis & Associates first reported a position in SPMD in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.59M in Q4 2025. 145 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Kraft Davis & Associates held 3,471 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $227K as of Q2 2026.
Kraft Davis & Associates bought 40 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $2.57K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.05% of Kraft Davis & Associates's portfolio in Q2 2026, its #142 holding.
Kraft Davis & Associates first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2025 and has held it in 6 quarters since.
Kraft Davis & Associates's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.59M in Q4 2025.
145 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Kraft Davis & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.