MGIA
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Moneta Group Investment Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Moneta Group Investment 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 		$14.2M Buy
209,980
+5,402
+3% +$348K 0.11% 102
2026
Q1 		$12.1M Sell
204,578
-4,766
-2% -$290K 0.09% 107
2025
Q4 		$12.1M Buy
209,344
+573
+0.3% +$32.9K 0.09% 103
2025
Q3 		$11.9M Buy
208,771
+2,746
+1% +$155K 0.09% 103
2025
Q2 		$11.2M Sell
206,025
-1,811
-0.9% -$93.3K 0.13% 93
2025
Q1 		$10.6M Buy
207,836
+15,675
+8% +$854K 0.15% 90
2024
Q4 		$10.5M Buy
192,161
+254
+0.1% +$14.3K 0.15% 92
2024
Q3 		$10.5M Sell
191,907
-6,407
-3% -$339K 0.15% 85
2024
Q2 		$10.2M Buy
198,314
+11,981
+6% +$618K 0.16% 78
2024
Q1 		$9.94M Sell
186,333
-16,734
-8% -$832K 0.16% 83
2023
Q4 		$9.89M Sell
203,067
-6,494
-3% -$289K 0.2% 73
2023
Q3 		$9.18M Buy
209,561
+824
+0.4% +$37.9K 0.21% 70
2023
Q2 		$9.58M Sell
208,737
-2,921
-1% -$128K 0.21% 67
2023
Q1 		$9.3M Buy
211,658
+12,221
+6% +$547K 0.22% 69
2022
Q4 		$9.26M Sell
199,437
-44,884
-18% -$1.91M 0.25% 67
2022
Q3 		$9.42M Sell
244,321
-29,476
-11% -$1.25M 0.36% 64
2022
Q2 		$10.9M Buy
273,797
+29,162
+12% +$1.26M 0.37% 58
2022
Q1 		$11.5M Buy
244,635
+21,072
+9% +$985K 0.45% 53
2021
Q4 		$11.1M Buy
223,563
+15,894
+8% +$776K 0.45% 53
2021
Q3 		$9.59M Buy
207,669
+16,036
+8% +$757K 0.44% 53
2021
Q2 		$9.05M Sell
191,633
-1,352
-0.7% -$64.2K 0.42% 59
2021
Q1 		$8.83M Sell
192,985
-2,609
-1% -$115K 0.47% 56
2020
Q4 		$7.9M Buy
195,594
+3,715
+2% +$138K 0.57% 43
2020
Q3 		$6.26M Buy
191,879
+8,039
+4% +$264K 0.54% 44
2020
Q2 		$5.75M Buy
183,840
+20,674
+13% +$604K 0.55% 45
2020
Q1 		$4.13M Buy
163,166
+15,747
+11% +$515K 0.43% 51
2019
Q4 		$5.34M Buy
147,419
+2,981
+2% +$104K 0.45% 42
2019
Q3 		$4.89M Buy
144,438
+3,317
+2% +$112K 0.46% 42
2019
Q2 		$4.81M Sell
141,121
-7,064
-5% -$238K 0.47% 39
2019
Q1 		$4.94M Buy
148,185
+6,649
+5% +$217K 0.52% 39
2018
Q4 		$4.16M Sell
141,536
-12,479
-8% -$406K 0.5% 40
2018
Q3 		$5.57M Buy
+154,015
New +$5.57M 0.57% 31

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

Moneta Group Investment Advisors's SPMD Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.6% in Q2 2026, buying an estimated $348K and bringing the position to 209,980 shares worth $14.2M. The position accounts for 0.11% of the portfolio, ranked #102.

Moneta Group Investment Advisors first reported a position in SPMD in Q3 2018 and has held it in 32 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Moneta Group Investment Advisors held 209,980 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $14.2M as of Q2 2026.
  • Moneta Group Investment Advisors bought 5,402 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $348K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.11% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #102 holding.
  • Moneta Group Investment Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2018 and has held it in 32 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 Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.