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

Naples Global 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	$3.49M	Buy	51,605 +87	+0.2%	+$5.6K	0.22%	111
2026 Q1	$3.05M	Buy	51,518 +1,274	+3%	+$77.6K	0.22%	118
2025 Q4	$2.91M	Buy	50,244 +885	+2%	+$50.8K	0.22%	115
2025 Q3	$2.82M	Buy	49,359 +835	+2%	+$47K	0.22%	112
2025 Q2	$2.64M	Buy	48,524 +3,370	+7%	+$174K	0.23%	111
2025 Q1	$2.31M	Buy	45,154 +2,392	+6%	+$130K	0.22%	126
2024 Q4	$2.34M	Buy	42,762 +1,496	+4%	+$84.2K	0.22%	119
2024 Q3	$2.26M	Buy	41,266 +730	+2%	+$38.6K	0.21%	125
2024 Q2	$2.08M	Buy	40,536 +800	+2%	+$41.3K	0.21%	131
2024 Q1	$2.12M	Buy	39,736 +986	+3%	+$49K	0.22%	131
2023 Q4	$1.89M	Hold	38,750	–	–	0.21%	133
2023 Q3	$1.7M	Hold	38,750	–	–	0.21%	135
2023 Q2	$1.78M	Sell	38,750 -325	-0.8%	-$14.2K	0.21%	138
2023 Q1	$1.72M	Buy	39,075 +1,375	+4%	+$61.5K	0.21%	143
2022 Q4	$1.6M	Buy	+37,700	New	+$1.6M	0.2%	150
2021 Q3	–	Sell	-4,300	Closed	-$203K	–	388
2021 Q2	$203K	Buy	+4,300	New	+$204K	0.03%	369

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

Naples Global Advisors's SPMD Position: Q2 2026 in Review

Naples Global Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.17% in Q2 2026, buying an estimated $5.6K and bringing the position to 51,605 shares worth $3.49M. The position accounts for 0.22% of the portfolio, ranked #111.

Naples Global Advisors first reported a position in SPMD in Q2 2021 and has held it in 16 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Naples Global Advisors held 51,605 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.49M as of Q2 2026.
Naples Global Advisors bought 87 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $5.6K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.22% of Naples Global Advisors's portfolio in Q2 2026, its #111 holding.
Naples Global Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2021 and has held it in 16 quarters since.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.