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Luken Investment Analytics’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Luken Investment Analytics’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 		$4.84M Buy
71,712
+17,271
+32% +$1.11M 1.69% 21
2026
Q1 		$3.22M Buy
+54,441
New +$3.31M 1.23% 21

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

Luken Investment Analytics's SPMD Position: Q2 2026 in Review

Luken Investment Analytics increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 32% in Q2 2026, buying an estimated $1.11M and bringing the position to 71,712 shares worth $4.84M. The position accounts for 1.69% of the portfolio, ranked #21.

Luken Investment Analytics first reported a position in SPMD in Q1 2026 and has held it in 2 quarters since. 842 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Luken Investment Analytics held 71,712 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $4.84M as of Q2 2026.
  • Luken Investment Analytics bought 17,271 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $1.11M.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.69% of Luken Investment Analytics's portfolio in Q2 2026, its #21 holding.
  • Luken Investment Analytics first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 842 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Luken Investment Analytics's 13F filing for Q2 2026, filed 28 Jul 2026.