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

Oakworth 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	$13.4K	Hold	199	–	–	﹤0.01%	666
2026 Q1	$11.8K	Hold	199	–	–	﹤0.01%	643
2025 Q4	$11.5K	Hold	199	–	–	﹤0.01%	647
2025 Q3	$11.4K	Hold	199	–	–	﹤0.01%	617
2025 Q2	$10.8K	Hold	199	–	–	﹤0.01%	489
2025 Q1	$10.2K	Hold	199	–	–	﹤0.01%	512
2024 Q4	$10.9K	Sell	199 -51	-20%	-$2.87K	﹤0.01%	502
2024 Q3	$13.7K	Sell	250 -4,123	-94%	-$218K	﹤0.01%	480
2024 Q2	$224K	Buy	4,373 +4,305	+6,331%	+$222K	0.02%	188
2024 Q1	$3.63K	Buy	+68	New	+$3.38K	﹤0.01%	576
2021 Q1	–	Sell	-70	Closed	-$3K	–	607
2020 Q4	$3K	Buy	+70	New	+$2.6K	﹤0.01%	526

Other funds holding SPMD

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Oakworth Capital's SPMD Position: Q2 2026 in Review

Oakworth Capital held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 199 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Oakworth Capital first reported a position in SPMD in Q4 2020 and has held it in 11 quarters since. The position peaked at $224K in Q2 2024. 382 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Oakworth Capital held 199 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $13.4K as of Q2 2026.
Oakworth Capital left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #666 holding.
Oakworth Capital first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2020 and has held it in 11 quarters since.
Oakworth Capital's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $224K in Q2 2024.
382 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.