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Laraway Financial Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Laraway Financial Advisors’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 		$641K Buy
9,493
+3
+0% +$193 0.39% 61
2026
Q1 		$562K Buy
9,490
+302
+3% +$18.4K 0.4% 66
2025
Q4 		$532K Buy
9,188
+1,354
+17% +$77.8K 0.35% 68
2025
Q3 		$448K Buy
7,834
+1,103
+16% +$62.1K 0.31% 71
2025
Q2 		$366K Buy
6,731
+3
+0% +$155 0.28% 82
2025
Q1 		$344K Sell
6,728
-38
-0.6% -$2.07K 0.27% 86
2024
Q4 		$370K Sell
6,766
-27
-0.4% -$1.52K 0.29% 77
2024
Q3 		$371K Buy
6,793
+53
+0.8% +$2.8K 0.3% 77
2024
Q2 		$346K Buy
6,740
+84
+1% +$4.33K 0.3% 78
2024
Q1 		$355K Buy
6,656
+778
+13% +$38.7K 0.31% 78
2023
Q4 		$286K Buy
5,878
+61
+1% +$2.72K 0.27% 86
2023
Q3 		$255K Buy
5,817
+217
+4% +$9.98K 0.27% 90
2023
Q2 		$257K Buy
5,600
+97
+2% +$4.24K 0.25% 89
2023
Q1 		$242K Buy
5,503
+52
+1% +$2.33K 0.25% 95
2022
Q4 		$232K Buy
5,451
+21
+0.4% +$892 0.24% 101
2022
Q3 		$210K Buy
5,430
+1,220
+29% +$51.7K 0.23% 101
2022
Q2 		$167K Sell
4,210
-1,350
-24% -$58.6K 0.18% 104
2022
Q1 		$262K Sell
5,560
-180
-3% -$8.42K 0.24% 97
2021
Q4 		$285K Buy
+5,740
New +$280K 0.25% 92

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

Laraway Financial Advisors's SPMD Position: Q2 2026 in Review

Laraway Financial Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.03% in Q2 2026, buying an estimated $193 and bringing the position to 9,493 shares worth $641K. The position accounts for 0.39% of the portfolio, ranked #61.

Laraway Financial Advisors first reported a position in SPMD in Q4 2021 and has held it in 19 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Laraway Financial Advisors held 9,493 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $641K as of Q2 2026.
  • Laraway Financial Advisors bought 3 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $193.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.39% of Laraway Financial Advisors's portfolio in Q2 2026, its #61 holding.
  • Laraway Financial Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and has held it in 19 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 Laraway Financial Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.