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

Maryland Capital 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	$3.72K	Buy	+55	New	+$3.54K	﹤0.01%	226
2025 Q4	$3.19K	Hold	55	–	–	﹤0.01%	236
2025 Q3	$3.15K	Hold	55	–	–	﹤0.01%	217
2025 Q2	$2.99K	Sell	55 -205	-79%	-$10.6K	﹤0.01%	234
2025 Q1	$13.3K	Sell	260 -13	-5%	-$709	0.01%	167
2024 Q4	$14.9K	Buy	+273	New	+$15.4K	0.01%	172

Other funds holding SPMD

LPL Financial San Diego, California $445B AUM 25.58% 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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Maryland Capital Advisors's SPMD Position: Q2 2026 in Review

Maryland Capital Advisors opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026: 55 shares worth $3.72K. The stake represents ﹤0.01% of the portfolio and ranks #226 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in SPMD as recently as Q4 2025.

Maryland Capital Advisors first reported a position in SPMD in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.9K in Q4 2024. 565 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Maryland Capital Advisors held 55 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.72K as of Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Maryland Capital Advisors position in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Maryland Capital Advisors's portfolio in Q2 2026, its #226 holding.
Maryland Capital Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and has held it in 6 quarters since.
Maryland Capital Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $14.9K in Q4 2024.
565 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Maryland Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.