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

NovaPoint Capital’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 		$3.6M Buy
53,272
+452
+0.9% +$29.1K 0.75% 46
2026
Q1 		$3.13M Sell
52,820
-86
-0.2% -$5.24K 0.78% 49
2025
Q4 		$3.06M Sell
52,906
-22
-0% -$1.26K 0.79% 49
2025
Q3 		$3.03M Buy
52,928
+1,327
+3% +$74.8K 0.74% 49
2025
Q2 		$2.81M Sell
51,601
-2,193
-4% -$113K 0.86% 48
2025
Q1 		$2.75M Sell
53,794
-130
-0.2% -$7.09K 0.85% 49
2024
Q4 		$2.95M Sell
53,924
-448
-0.8% -$25.2K 0.9% 44
2024
Q3 		$2.97M Buy
54,372
+60
+0.1% +$3.17K 0.92% 44
2024
Q2 		$2.79M Sell
54,312
-291
-0.5% -$15K 0.95% 43
2024
Q1 		$2.91M Sell
54,603
-12,813
-19% -$637K 1.02% 40
2023
Q4 		$3.28M Buy
67,416
+3,639
+6% +$162K 1.22% 33
2023
Q3 		$2.79M Buy
63,777
+511
+0.8% +$23.5K 1.11% 37
2023
Q2 		$2.9M Buy
63,266
+2,627
+4% +$115K 1.08% 35
2023
Q1 		$2.66M Sell
60,639
-2,874
-5% -$129K 1.09% 37
2022
Q4 		$2.7M Buy
63,513
+342
+0.5% +$14.5K 1.18% 38
2022
Q3 		$2.44M Sell
63,171
-5,611
-8% -$238K 1.11% 35
2022
Q2 		$2.73M Sell
68,782
-25,611
-27% -$1.11M 1.19% 35
2022
Q1 		$4.45M Sell
94,393
-547
-0.6% -$25.6K 1.62% 12
2021
Q4 		$4.72M Buy
94,940
+5,387
+6% +$263K 1.69% 13
2021
Q3 		$4.13M Buy
89,553
+4,142
+5% +$196K 1.66% 15
2021
Q2 		$4.03M Buy
85,411
+7,445
+10% +$353K 1.67% 16
2021
Q1 		$3.57M Buy
77,966
+5,716
+8% +$251K 1.67% 16
2020
Q4 		$2.92M Buy
72,250
+1,379
+2% +$51.1K 1.52% 19
2020
Q3 		$2.31M Buy
70,871
+5,954
+9% +$196K 1.5% 16
2020
Q2 		$2.03M Buy
64,917
+25,104
+63% +$733K 1.51% 18
2020
Q1 		$1.01M Buy
39,813
+26,311
+195% +$861K 0.92% 46
2019
Q4 		$489K Buy
+13,502
New +$471K 0.38% 66

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

NovaPoint Capital's SPMD Position: Q2 2026 in Review

NovaPoint Capital increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.86% in Q2 2026, buying an estimated $29.1K and bringing the position to 53,272 shares worth $3.6M. The position accounts for 0.75% of the portfolio, ranked #46.

NovaPoint Capital first reported a position in SPMD in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.72M in Q4 2021. 842 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • NovaPoint Capital held 53,272 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.6M as of Q2 2026.
  • NovaPoint Capital bought 452 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $29.1K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.75% of NovaPoint Capital's portfolio in Q2 2026, its #46 holding.
  • NovaPoint Capital first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • NovaPoint Capital's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $4.72M in Q4 2021.
  • 842 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on NovaPoint Capital's 13F filing for Q2 2026, filed 6 Aug 2026.