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SPMD icon

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

Nottingham 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 		$11.2M Sell
159,243
-2,777
-2% -$179K 1.34% 21
2026
Q1 		$9.59M Buy
162,020
+33,395
+26% +$2.03M 1.24% 23
2025
Q4 		$6.94M Buy
128,625
+4,314
+3% +$248K 0.97% 25
2025
Q3 		$7.11M Buy
124,311
+7,073
+6% +$398K 0.99% 25
2025
Q2 		$6.38M Buy
117,238
+17,201
+17% +$886K 0.95% 27
2025
Q1 		$5.12M Buy
100,037
+17,321
+21% +$944K 0.78% 30
2024
Q4 		$4.52M Buy
82,716
+6,774
+9% +$381K 0.57% 32
2024
Q3 		$4.15M Buy
75,942
+34,141
+82% +$1.81M 0.46% 36
2024
Q2 		$2.14M Buy
41,801
+8,004
+24% +$413K 0.25% 46
2024
Q1 		$1.8M Buy
33,797
+4,271
+14% +$212K 0.22% 45
2023
Q4 		$1.44M Buy
29,526
+13,151
+80% +$586K 0.2% 54
2023
Q3 		$717K Buy
16,375
+2,961
+22% +$136K 0.11% 68
2023
Q2 		$616K Buy
13,414
+1,234
+10% +$53.9K 0.08% 78
2023
Q1 		$535K Buy
12,180
+1,883
+18% +$84.3K 0.07% 88
2022
Q4 		$438K Buy
10,297
+969
+10% +$41.1K 0.06% 99
2022
Q3 		$360K Buy
9,328
+3,069
+49% +$130K 0.05% 98
2022
Q2 		$248K Buy
6,259
+148
+2% +$6.42K 0.03% 113
2022
Q1 		$288K Buy
6,111
+1,468
+32% +$68.6K 0.03% 115
2021
Q4 		$231K Buy
4,643
+52
+1% +$2.54K 0.03% 133
2021
Q3 		$212K Sell
4,591
-2,490
-35% -$118K 0.02% 133
2021
Q2 		$334K Sell
7,081
-4,857
-41% -$230K 0.04% 108
2021
Q1 		$546K Sell
11,938
-1,709
-13% -$75K 0.06% 93
2020
Q4 		$551K Sell
13,647
-4,597
-25% -$170K 0.08% 86
2020
Q3 		$595K Sell
18,244
-8,909
-33% -$293K 0.08% 83
2020
Q2 		$856K Buy
27,153
+3,822
+16% +$112K 0.05% 70
2020
Q1 		$591K Buy
+23,331
New +$763K 0.09% 72

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Nottingham Advisors's SPMD Position: Q2 2026 in Review

Nottingham Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.7% in Q2 2026, selling an estimated $179K and leaving 159,243 shares worth $11.2M. The position accounts for 1.34% of the portfolio, ranked #21.

Nottingham Advisors first reported a position in SPMD in Q1 2020 and has held it in 26 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Nottingham Advisors held 159,243 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $11.2M as of Q2 2026.
  • Nottingham Advisors sold 2,777 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $179K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.34% of Nottingham Advisors's portfolio in Q2 2026, its #21 holding.
  • Nottingham Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2020 and has held it in 26 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 Nottingham Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.