Morgan Stanley
SPMD icon

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

Morgan Stanley’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 		$263M Buy
3,893,545
+95,830
+3% +$6.17M 0.01% 860
2026
Q1 		$225M Sell
3,797,715
-6,026,540
-61% -$367M 0.01% 886
2025
Q4 		$569M Buy
9,824,255
+6,634,293
+208% +$381M 0.03% 486
2025
Q3 		$182M Buy
3,189,962
+211,346
+7% +$11.9M 0.01% 989
2025
Q2 		$162M Buy
2,978,616
+347,947
+13% +$17.9M 0.01% 990
2025
Q1 		$135M Buy
2,630,669
+399,483
+18% +$21.8M 0.01% 1059
2024
Q4 		$122M Buy
2,231,186
+173,405
+8% +$9.76M 0.01% 1118
2024
Q3 		$113M Buy
2,057,781
+44,004
+2% +$2.33M 0.01% 1160
2024
Q2 		$103M Sell
2,013,777
-1,076,620
-35% -$55.5M 0.01% 1162
2024
Q1 		$165M Sell
3,090,397
-2,721,591
-47% -$135M 0.01% 890
2023
Q4 		$283M Buy
5,811,988
+3,178,766
+121% +$142M 0.01% 948
2023
Q3 		$115M Buy
2,633,222
+87,841
+3% +$4.04M 0.01% 980
2023
Q2 		$117M Buy
2,545,381
+1,456,181
+134% +$63.6M 0.01% 995
2023
Q1 		$47.9M Buy
1,089,200
+81,937
+8% +$3.67M 0.01% 1578
2022
Q4 		$42.8M Sell
1,007,263
-137,937
-12% -$5.86M ﹤0.01% 1630
2022
Q3 		$44.2M Buy
1,145,200
+65,810
+6% +$2.79M 0.01% 1414
2022
Q2 		$42.8M Buy
1,079,390
+136,701
+15% +$5.93M 0.01% 1498
2022
Q1 		$44.5M Buy
942,689
+29,850
+3% +$1.4M 0.01% 1376
2021
Q4 		$45.4M Buy
912,839
+188,235
+26% +$9.2M 0.01% 1405
2021
Q3 		$33.4M Buy
724,604
+49,528
+7% +$2.34M ﹤0.01% 1596
2021
Q2 		$31.9M Sell
675,076
-190,573
-22% -$9.04M ﹤0.01% 1684
2021
Q1 		$39.6M Buy
865,649
+99,224
+13% +$4.35M 0.01% 1346
2020
Q4 		$31M Buy
766,425
+163,733
+27% +$6.07M ﹤0.01% 1448
2020
Q3 		$19.7M Buy
602,692
+13,295
+2% +$437K ﹤0.01% 1497
2020
Q2 		$18.4M Buy
589,397
+26,054
+5% +$761K ﹤0.01% 1467
2020
Q1 		$14.3M Buy
563,343
+295,696
+110% +$9.67M ﹤0.01% 1517
2019
Q4 		$9.7M Buy
267,647
+11,263
+4% +$393K ﹤0.01% 2468
2019
Q3 		$8.69M Sell
256,384
-45,958
-15% -$1.55M ﹤0.01% 2280
2019
Q2 		$10.3M Sell
302,342
-45,220
-13% -$1.52M ﹤0.01% 2125
2019
Q1 		$11.6M Sell
347,562
-21,478
-6% -$702K ﹤0.01% 1897
2018
Q4 		$10.9M Buy
369,040
+158,687
+75% +$5.17M ﹤0.01% 2039
2018
Q3 		$7.6M Buy
210,353
+67,039
+47% +$2.42M ﹤0.01% 2709
2018
Q2 		$5M Buy
143,314
+86,318
+151% +$2.97M ﹤0.01% 3152
2018
Q1 		$1.89M Buy
56,996
+16,646
+41% +$561K ﹤0.01% 4058
2017
Q4 		$1.35M Buy
40,350
+19,590
+94% +$642K ﹤0.01% 4345
2017
Q3 		$663K Buy
20,760
+5,910
+40% +$182K ﹤0.01% 4703
2017
Q2 		$460K Sell
14,850
-7,455
-33% -$227K ﹤0.01% 4855
2017
Q1 		$677K Sell
22,305
-22,365
-50% -$675K ﹤0.01% 4654
2016
Q4 		$1.32M Sell
44,670
-378
-0.8% -$10.7K ﹤0.01% 4251
2016
Q3 		$1.24M Buy
45,048
+915
+2% +$24.9K ﹤0.01% 3880
2016
Q2 		$1.14M Buy
44,133
+4,281
+11% +$110K ﹤0.01% 3877
2016
Q1 		$1.01M Buy
39,852
+20,301
+104% +$479K ﹤0.01% 3938
2015
Q4 		$501K Buy
19,551
+5,052
+35% +$136K ﹤0.01% 4545
2015
Q3 		$371K Buy
14,499
+1,902
+15% +$53.2K ﹤0.01% 4775
2015
Q2 		$367K Sell
12,597
-156
-1% -$4.58K ﹤0.01% 4917
2015
Q1 		$372K Sell
12,753
-2,334
-15% -$66.1K ﹤0.01% 4839
2014
Q4 		$425K Buy
15,087
+6,507
+76% +$182K ﹤0.01% 4785
2014
Q3 		$236K Sell
8,580
-360
-4% -$10.2K ﹤0.01% 5053
2014
Q2 		$259K Sell
8,940
-1,326
-13% -$36.8K ﹤0.01% 5029
2014
Q1 		$288K Sell
10,266
-9,690
-49% -$268K ﹤0.01% 4909
2013
Q4 		$549K Sell
19,956
-16,395
-45% -$468K ﹤0.01% 4391
2013
Q3 		$1.01M Buy
36,351
+11,322
+45% +$306K ﹤0.01% 3777
2013
Q2 		$635K Buy
+25,029
New +$635K ﹤0.01% 4092

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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley's SPMD Position: Q2 2026 in Review

Morgan Stanley increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.5% in Q2 2026, buying an estimated $6.17M and bringing the position to 3,893,545 shares worth $263M. The position accounts for 0.01% of the portfolio, ranked #860.

Morgan Stanley first reported a position in SPMD in Q2 2013 and has held it in 53 quarters since. The position peaked at $569M in Q4 2025. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Morgan Stanley held 3,893,545 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $263M as of Q2 2026.
  • Morgan Stanley bought 95,830 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $6.17M.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #860 holding.
  • Morgan Stanley first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • Morgan Stanley's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $569M in Q4 2025.
  • 840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.