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

Luminist Capital’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	$3.15M	Sell	46,687 -6,942	-13%	-$447K	3.55%	9
2026 Q1	$3.18M	Buy	53,629 +4,070	+8%	+$248K	4.22%	7
2025 Q4	$2.87M	Sell	49,559 -7,430	-13%	-$427K	3.54%	11
2025 Q3	$3.27M	Sell	56,989 -1,564	-3%	-$88.1K	2.82%	12
2025 Q2	$3.22M	Buy	+58,553	New	+$3.02M	3.19%	13

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

Luminist Capital's SPMD Position: Q2 2026 in Review

Luminist Capital reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 13% in Q2 2026, selling an estimated $447K and leaving 46,687 shares worth $3.15M. The position accounts for 3.55% of the portfolio, ranked #9.

Luminist Capital first reported a position in SPMD in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.27M in Q3 2025. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Luminist Capital held 46,687 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.15M as of Q2 2026.
Luminist Capital sold 6,942 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $447K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 3.55% of Luminist Capital's portfolio in Q2 2026, its #9 holding.
Luminist Capital first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2025 and has held it in 5 quarters since.
Luminist Capital's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $3.27M in Q3 2025.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Luminist Capital's 13F filing for Q2 2026, filed 7 Aug 2026.