Mount Yale Investment Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Mount Yale 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	$813K	Buy	+12,037	New	+$774K	0.02%	640
2025 Q3	–	Sell	-9,535	Closed	-$519K	–	1477
2025 Q2	$519K	Buy	9,535 +3,379	+55%	+$174K	0.04%	333
2025 Q1	$315K	Buy	6,156 +2,264	+58%	+$123K	0.03%	422
2024 Q4	$213K	Buy	+3,892	New	+$219K	0.02%	516

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

Mount Yale Investment Advisors's SPMD Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026: 12,037 shares worth $813K. The stake represents 0.02% of the portfolio and ranks #640 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in SPMD as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in SPMD in Q4 2024 and has held it in 4 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Mount Yale Investment Advisors held 12,037 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $813K as of Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Mount Yale Investment Advisors position in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #640 holding.
Mount Yale Investment Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and has held it in 4 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 Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.