Mariner
SPMD icon

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

Mariner’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 		$14.9M Sell
219,884
-84,534
-28% -$5.44M 0.02% 582
2026
Q1 		$18M Sell
304,418
-9,999
-3% -$609K 0.02% 499
2025
Q4 		$18.2M Buy
314,417
+18,115
+6% +$1.04M 0.02% 474
2025
Q3 		$16.9M Sell
296,302
-9,344
-3% -$526K 0.02% 464
2025
Q2 		$16.6M Buy
305,646
+27,204
+10% +$1.4M 0.02% 469
2025
Q1 		$14.2M Buy
278,442
+101,143
+57% +$5.51M 0.02% 459
2024
Q4 		$9.7M Buy
177,299
+12,315
+7% +$693K 0.02% 556
2024
Q3 		$9.02M Sell
164,984
-65,867
-29% -$3.48M 0.02% 563
2024
Q2 		$11.8M Buy
230,851
+24,047
+12% +$1.24M 0.02% 464
2024
Q1 		$11M Buy
206,804
+19,911
+11% +$990K 0.02% 484
2023
Q4 		$9.11M Sell
186,893
-63,289
-25% -$2.82M 0.02% 501
2023
Q3 		$11M Buy
250,182
+19,790
+9% +$910K 0.03% 405
2023
Q2 		$10.6M Buy
230,392
+12,832
+6% +$561K 0.03% 420
2023
Q1 		$9.56M Buy
217,560
+24,700
+13% +$1.11M 0.03% 454
2022
Q4 		$8.2M Buy
192,860
+157,205
+441% +$6.67M 0.03% 452
2022
Q3 		$1.38M Buy
35,655
+16,384
+85% +$695K 0.01% 921
2022
Q2 		$765K Sell
19,271
-4,413
-19% -$191K ﹤0.01% 999
2022
Q1 		$1.12M Buy
23,684
+9,152
+63% +$428K ﹤0.01% 899
2021
Q4 		$723K Buy
14,532
+3,743
+35% +$183K ﹤0.01% 919
2021
Q3 		$498K Sell
10,789
-1,131
-9% -$53.4K ﹤0.01% 851
2021
Q2 		$563K Buy
+11,920
New +$566K ﹤0.01% 773
2020
Q2 		– Sell
-11,052
Closed -$280K – 760
2020
Q1 		$280K Buy
11,052
+381
+4% +$12.5K ﹤0.01% 658
2019
Q4 		$387K Sell
10,671
-2,674
-20% -$93.2K ﹤0.01% 633
2019
Q3 		$452K Buy
13,345
+2,520
+23% +$84.9K 0.01% 615
2019
Q2 		$369K Hold
10,825
– – ﹤0.01% 810
2019
Q1 		$361K Buy
+10,825
New +$354K 0.01% 753
2018
Q4 		– Sell
-7,043
Closed -$255K – 889
2018
Q3 		$255K Hold
7,043
– – 0.01% 699
2018
Q2 		$246K Buy
+7,043
New +$242K 0.01% 689

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

Mariner's SPMD Position: Q2 2026 in Review

Mariner reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 28% in Q2 2026, selling an estimated $5.44M and leaving 219,884 shares worth $14.9M. The position accounts for 0.02% of the portfolio, ranked #582.

Mariner first reported a position in SPMD in Q2 2018 and has held it in 28 quarters since. The position peaked at $18.2M in Q4 2025. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Mariner held 219,884 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $14.9M as of Q2 2026.
  • Mariner sold 84,534 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $5.44M.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.02% of Mariner's portfolio in Q2 2026, its #582 holding.
  • Mariner first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2018 and has held it in 28 quarters since.
  • Mariner's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $18.2M in Q4 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 Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.