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

LRI Investments’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	$34.4K	Hold	509	–	–	﹤0.01%	619
2026 Q1	$30.1K	Hold	509	–	–	﹤0.01%	605
2025 Q4	$29.5K	Hold	509	–	–	﹤0.01%	629
2025 Q3	$29.1K	Hold	509	–	–	﹤0.01%	639
2025 Q2	$27.7K	Hold	509	–	–	﹤0.01%	645
2025 Q1	$26.1K	Buy	+509	New	+$27.7K	﹤0.01%	627

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

LRI Investments's SPMD Position: Q2 2026 in Review

LRI Investments held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 509 shares worth $34.4K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

LRI Investments first reported a position in SPMD in Q1 2025 and has held it in 6 quarters since. 408 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

LRI Investments held 509 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $34.4K as of Q2 2026.
LRI Investments left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #619 holding.
LRI Investments 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.
408 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.