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

Lumbard & Kellner’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	$11.8M	Buy	174,182 +1,594	+0.9%	+$103K	3.57%	5
2026 Q1	$10.2M	Buy	172,588 +2,326	+1%	+$142K	3.54%	5
2025 Q4	$9.86M	Sell	170,262 -9,891	-5%	-$568K	3.45%	5
2025 Q3	$10.3M	Buy	180,153 +430	+0.2%	+$24.2K	3.79%	3
2025 Q2	$9.77M	Buy	179,723 +2,338	+1%	+$120K	4.26%	2
2025 Q1	$9.08M	Buy	177,385 +74,750	+73%	+$4.07M	4%	2
2024 Q4	$5.61M	Buy	+102,635	New	+$5.78M	2.41%	14

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

Lumbard & Kellner's SPMD Position: Q2 2026 in Review

Lumbard & Kellner increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.92% in Q2 2026, buying an estimated $103K and bringing the position to 174,182 shares worth $11.8M. The position accounts for 3.57% of the portfolio, ranked #5.

Lumbard & Kellner first reported a position in SPMD in Q4 2024 and has held it in 7 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Lumbard & Kellner held 174,182 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $11.8M as of Q2 2026.
Lumbard & Kellner bought 1,594 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $103K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 3.57% of Lumbard & Kellner's portfolio in Q2 2026, its #5 holding.
Lumbard & Kellner first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and has held it in 7 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 Lumbard & Kellner's 13F filing for Q2 2026, filed 6 Aug 2026.