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

MAI Capital Management’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 		$975K Buy
14,428
+8,036
+126% +$517K ﹤0.01% 984
2026
Q1 		$379K Buy
6,392
+963
+18% +$58.6K ﹤0.01% 1146
2025
Q4 		$314K Buy
5,429
+136
+3% +$7.81K ﹤0.01% 1132
2025
Q3 		$303K Sell
5,293
-3,087
-37% -$174K ﹤0.01% 1101
2025
Q2 		$456K Buy
8,380
+125
+2% +$6.44K ﹤0.01% 883
2025
Q1 		$422K Sell
8,255
-507
-6% -$27.6K ﹤0.01% 874
2024
Q4 		$479K Buy
8,762
+1,423
+19% +$80.1K ﹤0.01% 859
2024
Q3 		$401K Sell
7,339
-917
-11% -$48.5K ﹤0.01% 794
2024
Q2 		$424K Sell
8,256
-358
-4% -$18.5K ﹤0.01% 867
2024
Q1 		$459K Buy
8,614
+231
+3% +$11.5K ﹤0.01% 831
2023
Q4 		$408K Buy
8,383
+2,371
+39% +$106K 0.01% 767
2023
Q3 		$263K Hold
6,012
– – ﹤0.01% 867
2023
Q2 		$276K Buy
+6,012
New +$263K ﹤0.01% 846

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

MAI Capital Management's SPMD Position: Q2 2026 in Review

MAI Capital Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 126% in Q2 2026, buying an estimated $517K and bringing the position to 14,428 shares worth $975K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

MAI Capital Management first reported a position in SPMD in Q2 2023 and has held it in 13 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • MAI Capital Management held 14,428 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $975K as of Q2 2026.
  • MAI Capital Management bought 8,036 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $517K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #984 holding.
  • MAI Capital Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2023 and has held it in 13 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 MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.