Marathon Strategic Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Marathon Strategic Advisors’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	$23.2M	Buy	343,706 +16,998	+5%	+$1.09M	13.11%	2
2026 Q1	$19.3M	Buy	326,708 +25,476	+8%	+$1.55M	13.91%	1
2025 Q4	$17.4M	Buy	301,232 +78,279	+35%	+$4.5M	13.32%	1
2025 Q3	$12.8M	Buy	222,953 +29,408	+15%	+$1.66M	10.21%	1
2025 Q2	$10.5M	Buy	193,545 +32,534	+20%	+$1.68M	9.78%	2
2025 Q1	$8.24M	Buy	161,011 +14,818	+10%	+$808K	8.86%	5
2024 Q4	$8M	Buy	146,193 +3,508	+2%	+$197K	8.65%	5
2024 Q3	$7.8M	Buy	142,685 +22,815	+19%	+$1.21M	8.24%	5
2024 Q2	$6.15M	Buy	119,870 +4,435	+4%	+$229K	7.19%	5
2024 Q1	$6.16M	Buy	115,435 +3,393	+3%	+$169K	7.5%	7
2023 Q4	$5.46M	Buy	+112,042	New	+$4.99M	7.39%	5

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

Marathon Strategic Advisors's SPMD Position: Q2 2026 in Review

Marathon Strategic Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 5.2% in Q2 2026, buying an estimated $1.09M and bringing the position to 343,706 shares worth $23.2M. The position accounts for 13.11% of the portfolio, ranked #2.

Marathon Strategic Advisors first reported a position in SPMD in Q4 2023 and has held it in 11 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Marathon Strategic Advisors held 343,706 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $23.2M as of Q2 2026.
Marathon Strategic Advisors bought 16,998 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $1.09M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 13.11% of Marathon Strategic Advisors's portfolio in Q2 2026, its #2 holding.
Marathon Strategic Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 11 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 Marathon Strategic Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.