MFT
SPMD icon

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

Moisand Fitzgerald Tamayo’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 		$2.64M Sell
39,058
-794
-2% -$51.1K 0.26% 34
2026
Q1 		$2.36M Sell
39,852
-384
-1% -$23.4K 0.25% 32
2025
Q4 		$2.33M Sell
40,236
-560
-1% -$32.2K 0.26% 34
2025
Q3 		$2.33M Sell
40,796
-599
-1% -$33.7K 0.27% 35
2025
Q2 		$2.25M Sell
41,395
-1,317
-3% -$67.8K 0.28% 35
2025
Q1 		$2.19M Sell
42,712
-607
-1% -$33.1K 0.3% 33
2024
Q4 		$2.37M Sell
43,319
-2,976
-6% -$167K 0.33% 32
2024
Q3 		$2.53M Sell
46,295
-9,452
-17% -$500K 0.35% 31
2024
Q2 		$2.86M Sell
55,747
-7,487
-12% -$386K 0.43% 28
2024
Q1 		$3.37M Sell
63,234
-22,355
-26% -$1.11M 0.52% 26
2023
Q4 		$4.17M Sell
85,589
-63,784
-43% -$2.84M 0.72% 22
2023
Q3 		$6.54M Sell
149,373
-134
-0.1% -$6.16K 1.38% 18
2023
Q2 		$6.86M Buy
149,507
+1,785
+1% +$78K 1.4% 18
2023
Q1 		$6.49M Buy
147,722
+3,584
+2% +$160K 1.39% 18
2022
Q4 		$6.13M Sell
144,138
-2,295
-2% -$97.4K 1.4% 17
2022
Q3 		$5.65M Buy
146,433
+3,623
+3% +$154K 1.55% 17
2022
Q2 		$5.67M Buy
142,810
+50,924
+55% +$2.21M 1.52% 17
2022
Q1 		$4.33M Sell
91,886
-40,729
-31% -$1.9M 1.97% 15
2021
Q4 		$6.6M Sell
132,615
-1,177
-0.9% -$57.5K 1.86% 17
2021
Q3 		$6.18M Buy
133,792
+7,240
+6% +$342K 2.08% 16
2021
Q2 		$5.97M Buy
126,552
+2,207
+2% +$105K 2.17% 14
2021
Q1 		$5.69M Sell
124,345
-6,334
-5% -$278K 2.46% 12
2020
Q4 		$5.28M Sell
130,679
-2,398
-2% -$88.9K 2.38% 12
2020
Q3 		$4.34M Sell
133,077
-1,827
-1% -$60K 2.25% 12
2020
Q2 		$4.22M Buy
134,904
+5,291
+4% +$155K 2.32% 12
2020
Q1 		$3.28M Buy
129,613
+26,574
+26% +$869K 2.14% 13
2019
Q4 		$3.73M Sell
103,039
-1,135
-1% -$39.6K 1.93% 14
2019
Q3 		$3.53M Buy
104,174
+5,368
+5% +$181K 1.91% 14
2019
Q2 		$3.37M Sell
98,806
-132
-0.1% -$4.45K 1.83% 15
2019
Q1 		$3.3M Buy
98,938
+7,257
+8% +$237K 1.83% 15
2018
Q4 		$2.7M Buy
91,681
+5,531
+6% +$180K 1.69% 16
2018
Q3 		$3.11M Sell
86,150
-932
-1% -$33.7K 1.73% 16
2018
Q2 		$3.04M Buy
87,082
+1,757
+2% +$60.4K 1.77% 16
2018
Q1 		$2.83M Buy
+85,325
New +$2.87M 1.68% 17

Other funds holding SPMD

FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Moisand Fitzgerald Tamayo's SPMD Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2% in Q2 2026, selling an estimated $51.1K and leaving 39,058 shares worth $2.64M. The position accounts for 0.26% of the portfolio, ranked #34.

Moisand Fitzgerald Tamayo first reported a position in SPMD in Q1 2018 and has held it in 34 quarters since. The position peaked at $6.86M in Q2 2023. 408 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 39,058 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.64M as of Q2 2026.
  • Moisand Fitzgerald Tamayo sold 794 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $51.1K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.26% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #34 holding.
  • Moisand Fitzgerald Tamayo first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2018 and has held it in 34 quarters since.
  • Moisand Fitzgerald Tamayo's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $6.86M in Q2 2023.
  • 408 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.