MSH Capital Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

MSH Capital 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	–	Sell	-3,880	Closed	-$230K	–	332
2026 Q1	$230K	Sell	3,880 -41	-1%	-$2.5K	0.05%	251
2025 Q4	$227K	Sell	3,921 -45	-1%	-$2.58K	0.05%	251
2025 Q3	$227K	Buy	+3,966	New	+$223K	0.06%	231
2025 Q2	–	Sell	-4,809	Closed	-$246K	–	248
2025 Q1	$246K	Sell	4,809 -1	-0%	-$55	0.08%	203
2024 Q4	$263K	Buy	4,810 +1,070	+29%	+$60.2K	0.08%	201
2024 Q3	$205K	Buy	+3,740	New	+$198K	0.06%	222

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

MSH Capital Advisors's SPMD Position: Q2 2026 in Review

MSH Capital Advisors sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026, closing a stake of 3,880 shares — an estimated $230K sold.

MSH Capital Advisors first reported a position in SPMD in Q3 2024 and held it in 6 quarters. The position peaked at $263K in Q4 2024. 846 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

MSH Capital Advisors reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
MSH Capital Advisors sold 3,880 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $230K.
MSH Capital Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2024 and held it in 6 quarters.
MSH Capital Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $263K in Q4 2024.
846 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.