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

MMA 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	$2.5M	Sell	37,012 -748	-2%	-$48.1K	0.8%	32
2026 Q1	$2.24M	Buy	37,760 +1,541	+4%	+$93.8K	0.79%	33
2025 Q4	$2.1M	Sell	36,219 -34,385	-49%	-$1.98M	0.75%	34
2025 Q3	$4.04M	Buy	70,604 +35,211	+99%	+$1.98M	1.35%	17
2025 Q2	$1.92M	Sell	35,393 -796	-2%	-$41K	0.74%	30
2025 Q1	$1.85M	Buy	36,189 +32	+0.1%	+$1.74K	0.78%	26
2024 Q4	$1.98M	Buy	+36,157	New	+$2.03M	0.86%	24
2024 Q3	–	Sell	-36,282	Closed	-$1.86M	–	135
2024 Q2	$1.86M	Buy	36,282 +11,082	+44%	+$572K	0.87%	24
2024 Q1	$1.34M	Buy	25,200 +2,830	+13%	+$141K	0.63%	35
2023 Q4	$1.09M	Buy	22,370 +1,672	+8%	+$74.5K	0.58%	38
2023 Q3	$906K	Buy	20,698 +825	+4%	+$37.9K	0.52%	40
2023 Q2	$912K	Buy	+19,873	New	+$868K	0.53%	38

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

MMA Asset Management's SPMD Position: Q2 2026 in Review

MMA Asset Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2% in Q2 2026, selling an estimated $48.1K and leaving 37,012 shares worth $2.5M. The position accounts for 0.8% of the portfolio, ranked #32.

MMA Asset Management first reported a position in SPMD in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.04M in Q3 2025. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

MMA Asset Management held 37,012 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.5M as of Q2 2026.
MMA Asset Management sold 748 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $48.1K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.8% of MMA Asset Management's portfolio in Q2 2026, its #32 holding.
MMA Asset Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2023 and has held it in 12 quarters since.
MMA Asset Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $4.04M in Q3 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 MMA Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.