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

Latitude 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	$345K	Sell	5,105 -59	-1%	-$3.8K	0.14%	165
2026 Q1	$306K	Sell	5,164 -45	-0.9%	-$2.74K	0.14%	165
2025 Q4	$302K	Buy	5,209 +674	+15%	+$38.7K	0.13%	164
2025 Q3	$259K	Sell	4,535 -1,032	-19%	-$58.1K	0.12%	180
2025 Q2	$303K	Sell	5,567 -23	-0.4%	-$1.19K	0.15%	149
2025 Q1	$286K	Buy	5,590 +704	+14%	+$38.4K	0.17%	146
2024 Q4	$267K	Buy	4,886 +1,099	+29%	+$61.8K	0.15%	146
2024 Q3	$207K	Buy	+3,787	New	+$200K	0.12%	184
2021 Q3	–	Sell	-9,488	Closed	-$448K	–	287
2021 Q2	$448K	Sell	9,488 -1,058	-10%	-$50.2K	0.33%	67
2021 Q1	$483K	Buy	+10,546	New	+$463K	0.4%	53

Other funds holding SPMD

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

WAP

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Latitude Advisors's SPMD Position: Q2 2026 in Review

Latitude Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.1% in Q2 2026, selling an estimated $3.8K and leaving 5,105 shares worth $345K. The position accounts for 0.14% of the portfolio, ranked #165.

Latitude Advisors first reported a position in SPMD in Q1 2021 and has held it in 10 quarters since. The position peaked at $483K in Q1 2021. 384 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Latitude Advisors held 5,105 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $345K as of Q2 2026.
Latitude Advisors sold 59 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $3.8K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.14% of Latitude Advisors's portfolio in Q2 2026, its #165 holding.
Latitude Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2021 and has held it in 10 quarters since.
Latitude Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $483K in Q1 2021.
384 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.