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 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 $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 22.9% 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

Moors & Cabot's SPMD Position: Q2 2026 in Review

Moors & Cabot opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026: 4,313 shares worth $291K. The stake represents 0.01% of the portfolio and ranks #768 among its holdings. This is a return to the name: Moors & Cabot previously reported a position in SPMD as recently as Q4 2024.

Moors & Cabot first reported a position in SPMD in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.36M in Q4 2024. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Moors & Cabot held 4,313 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $291K as of Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Moors & Cabot position in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Moors & Cabot's portfolio in Q2 2026, its #768 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 6 quarters since.
Moors & Cabot's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.36M in Q4 2024.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.