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

Lynx Investment Advisory’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	$4.27M	Buy	63,180 +417	+0.7%	+$26.8K	1.4%	14
2026 Q1	$3.72M	Buy	62,763 +3,515	+6%	+$214K	1.78%	14
2025 Q4	$3.43M	Sell	59,248 -3,017	-5%	-$173K	1.87%	16
2025 Q3	$3.56M	Buy	62,265 +279	+0.5%	+$15.7K	2.13%	12
2025 Q2	$3.37M	Sell	61,986 -222	-0.4%	-$11.4K	2.2%	11
2025 Q1	$3.18M	Sell	62,208 -3,577	-5%	-$195K	2.12%	12
2024 Q4	$3.6M	Buy	65,785 +1,405	+2%	+$79.1K	2.45%	10
2024 Q3	$3.52M	Buy	64,380 +4,446	+7%	+$235K	2.53%	11
2024 Q2	$3.07M	Buy	+59,934	New	+$3.09M	2.28%	10

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

Lynx Investment Advisory's SPMD Position: Q2 2026 in Review

Lynx Investment Advisory increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.66% in Q2 2026, buying an estimated $26.8K and bringing the position to 63,180 shares worth $4.27M. The position accounts for 1.4% of the portfolio, ranked #14.

Lynx Investment Advisory first reported a position in SPMD in Q2 2024 and has held it in 9 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Lynx Investment Advisory held 63,180 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $4.27M as of Q2 2026.
Lynx Investment Advisory bought 417 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $26.8K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.4% of Lynx Investment Advisory's portfolio in Q2 2026, its #14 holding.
Lynx Investment Advisory first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2024 and has held it in 9 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 Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.