Manhattan West Asset Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Manhattan West Asset 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	$5.12M	Buy	75,776 +1,091	+1%	+$70.2K	0.85%	33
2026 Q1	$4.42M	Buy	74,685 +9,244	+14%	+$563K	0.87%	34
2025 Q4	$3.79M	Sell	65,441 -1,925	-3%	-$111K	0.78%	38
2025 Q3	$3.85M	Buy	67,366 +2,025	+3%	+$114K	0.81%	37
2025 Q2	$3.55M	Buy	65,341 +5,314	+9%	+$274K	0.82%	37
2025 Q1	$3.07M	Buy	60,027 +1,612	+3%	+$87.9K	0.78%	41
2024 Q4	$3.19M	Buy	58,415 +3,146	+6%	+$177K	0.86%	36
2024 Q3	$3.02M	Buy	55,269 +36,936	+201%	+$1.95M	0.78%	40
2024 Q2	$940K	Buy	18,333 +3,278	+22%	+$169K	0.25%	80
2024 Q1	$803K	Sell	15,055 -5,024	-25%	-$250K	0.19%	81
2023 Q4	$978K	Sell	20,079 -5,671	-22%	-$253K	0.27%	77
2023 Q3	$1.07M	Buy	25,750 +3,576	+16%	+$164K	0.33%	73
2023 Q2	$1.02M	Buy	22,174 +525	+2%	+$22.9K	0.38%	74
2023 Q1	$951K	Sell	21,649 -1,588	-7%	-$71.1K	0.41%	70
2022 Q4	$988K	Buy	23,237 +7,458	+47%	+$317K	0.5%	59
2022 Q3	$608K	Buy	15,779 +4,593	+41%	+$195K	0.38%	70
2022 Q2	$444K	Buy	+11,186	New	+$485K	0.27%	80

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

Manhattan West Asset Management's SPMD Position: Q2 2026 in Review

Manhattan West Asset Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.5% in Q2 2026, buying an estimated $70.2K and bringing the position to 75,776 shares worth $5.12M. The position accounts for 0.85% of the portfolio, ranked #33.

Manhattan West Asset Management first reported a position in SPMD in Q2 2022 and has held it in 17 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Manhattan West Asset Management held 75,776 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $5.12M as of Q2 2026.
Manhattan West Asset Management bought 1,091 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $70.2K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.85% of Manhattan West Asset Management's portfolio in Q2 2026, its #33 holding.
Manhattan West Asset Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2022 and has held it in 17 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 Manhattan West Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.