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

Lido 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	$17.9M	Buy	265,663 +9,897	+4%	+$637K	0.05%	244
2026 Q1	$15.1M	Buy	255,766 +16,104	+7%	+$980K	0.05%	246
2025 Q4	$13.9M	Buy	239,662 +5,186	+2%	+$298K	0.04%	270
2025 Q3	$13.4M	Buy	234,476 +230,648	+6,025%	+$13M	0.04%	261
2025 Q2	$208K	Sell	3,828 -418	-10%	-$21.5K	﹤0.01%	1506
2025 Q1	$217K	Buy	+4,246	New	+$231K	﹤0.01%	1350

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

Lido Advisors's SPMD Position: Q2 2026 in Review

Lido Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3.9% in Q2 2026, buying an estimated $637K and bringing the position to 265,663 shares worth $17.9M. The position accounts for 0.05% of the portfolio, ranked #244.

Lido Advisors first reported a position in SPMD in Q1 2025 and has held it in 6 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Lido Advisors held 265,663 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $17.9M as of Q2 2026.
Lido Advisors bought 9,897 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $637K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.05% of Lido Advisors's portfolio in Q2 2026, its #244 holding.
Lido Advisors 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.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.