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

Mutual 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	$566K	Buy	+8,378	New	+$539K	0.01%	877
2021 Q1	–	Sell	-11,783	Closed	-$476K	–	822
2020 Q4	$476K	Buy	11,783 +1,481	+14%	+$54.9K	0.04%	472
2020 Q3	$336K	Sell	10,302 -401	-4%	-$13.2K	0.03%	513
2020 Q2	$334K	Sell	10,703 -210	-2%	-$6.13K	0.03%	480
2020 Q1	$276K	Buy	+10,913	New	+$357K	0.04%	421

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 22.96% 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

Mutual Advisors's SPMD Position: Q2 2026 in Review

Mutual Advisors opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026: 8,378 shares worth $566K. The stake represents 0.01% of the portfolio and ranks #877 among its holdings. This is a return to the name: Mutual Advisors previously reported a position in SPMD as recently as Q4 2020.

Mutual Advisors first reported a position in SPMD in Q1 2020 and has held it in 5 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Mutual Advisors held 8,378 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $566K as of Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Mutual Advisors position in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #877 holding.
Mutual Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2020 and has held it in 5 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 Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.