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

Moors & Cabot’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 Q3	$259K	Sell	4,101 -212	-5%	-$14K	0.01%	817
2026 Q2	$291K	Buy	+4,313	New	+$277K	0.01%	768
2025 Q1	–	Sell	-24,944	Closed	-$1.36M	–	916
2024 Q4	$1.36M	Buy	24,944 +3,184	+15%	+$179K	0.06%	263
2024 Q3	$1.19M	Buy	21,760 +535	+3%	+$28.3K	0.06%	293
2024 Q2	$1.09M	Buy	21,225 +641	+3%	+$33.1K	0.06%	285
2024 Q1	$1.1M	Buy	20,584 +16,309	+381%	+$811K	0.06%	287
2023 Q4	$208K	Buy	+4,275	New	+$190K	0.01%	736

Other funds holding SPMD

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Moors & Cabot's SPMD Position: Q3 2026 in Review

Moors & Cabot reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4.9% in Q3 2026, selling an estimated $14K and leaving 4,101 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #817.

Moors & Cabot first reported a position in SPMD in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.36M in Q4 2024. 520 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Moors & Cabot held 4,101 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $259K as of Q3 2026.
Moors & Cabot sold 212 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $14K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Moors & Cabot's portfolio in Q3 2026, its #817 holding.
Moors & Cabot first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 7 quarters since.
Moors & Cabot's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.36M in Q4 2024.
520 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.