L2 Asset Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

L2 Asset 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	$1.82M	Sell	26,887 -4,701	-15%	-$302K	0.19%	105
2026 Q1	$1.87M	Buy	31,588 +11,635	+58%	+$708K	0.18%	111
2025 Q4	$1.16M	Buy	19,953 +10,468	+110%	+$601K	0.15%	124
2025 Q3	$542K	Buy	9,485 +3,531	+59%	+$199K	0.08%	207
2025 Q2	$324K	Buy	+5,954	New	+$307K	0.05%	269

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 22.9% 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

L2 Asset Management's SPMD Position: Q2 2026 in Review

L2 Asset Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 15% in Q2 2026, selling an estimated $302K and leaving 26,887 shares worth $1.82M. The position accounts for 0.19% of the portfolio, ranked #105.

L2 Asset Management first reported a position in SPMD in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.87M in Q1 2026. 846 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

L2 Asset Management held 26,887 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.82M as of Q2 2026.
L2 Asset Management sold 4,701 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $302K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.19% of L2 Asset Management's portfolio in Q2 2026, its #105 holding.
L2 Asset Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2025 and has held it in 5 quarters since.
L2 Asset Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.87M in Q1 2026.
846 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on L2 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.