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

Oarsman 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	$43.4M	Buy	642,059 +51,731	+9%	+$3.33M	4.59%	5
2026 Q1	$35M	Buy	590,328 +107,330	+22%	+$6.53M	4.34%	5
2025 Q4	$28M	Buy	482,998 +44,673	+10%	+$2.57M	3.63%	6
2025 Q3	$25.1M	Buy	438,325 +233,876	+114%	+$13.2M	3.51%	6
2025 Q2	$11.1M	Buy	204,449 +54,547	+36%	+$2.81M	1.74%	13
2025 Q1	$7.67M	Buy	149,902 +29,870	+25%	+$1.63M	1.38%	16
2024 Q4	$6.56M	Buy	120,032 +10,891	+10%	+$613K	1.14%	18
2024 Q3	$5.97M	Buy	109,141 +7,178	+7%	+$380K	1.1%	20
2024 Q2	$5.23M	Buy	101,963 +11,853	+13%	+$612K	1.15%	19
2024 Q1	$4.81M	Buy	90,110 +35,086	+64%	+$1.74M	1.15%	19
2023 Q4	$2.68M	Buy	55,024 +19,743	+56%	+$880K	0.71%	32
2023 Q3	$1.54M	Buy	35,281 +6,944	+25%	+$319K	0.65%	43
2023 Q2	$1.3M	Buy	+28,337	New	+$1.24M	0.57%	50
2022 Q2	–	Sell	-6,440	Closed	-$304K	–	187
2022 Q1	$304K	Sell	6,440 -32,485	-83%	-$1.52M	0.12%	152
2021 Q4	$1.94M	Buy	38,925 +1,159	+3%	+$56.6K	0.76%	41
2021 Q3	$1.74M	Buy	37,766 +1,186	+3%	+$56K	0.71%	44
2021 Q2	$1.73M	Buy	36,580 +1,778	+5%	+$84.4K	0.69%	44
2021 Q1	$1.59M	Sell	34,802 -26,365	-43%	-$1.16M	0.69%	47
2020 Q4	$2.47M	Sell	61,167 -102	-0.2%	-$3.78K	0.96%	29
2020 Q3	$2M	Buy	61,269 +1,230	+2%	+$40.4K	0.9%	35
2020 Q2	$1.88M	Buy	60,039 +11,817	+25%	+$345K	0.93%	31
2020 Q1	$1.22M	Sell	48,222 -7,218	-13%	-$236K	1.13%	30
2019 Q4	$2.01M	Buy	55,440 +2,012	+4%	+$70.1K	0.92%	35
2019 Q3	$1.81M	Buy	53,428 +2,115	+4%	+$71.3K	0.86%	40
2019 Q2	$1.75M	Buy	51,313 +1,824	+4%	+$61.4K	0.79%	46
2019 Q1	$1.65M	Buy	49,489 +2,667	+6%	+$87.2K	0.78%	47
2018 Q4	$1.38M	Buy	46,822 +1,782	+4%	+$58K	0.71%	48
2018 Q3	$1.63M	Buy	45,040 +1,361	+3%	+$49.2K	0.66%	54
2018 Q2	$1.52M	Buy	43,679 +3,583	+9%	+$123K	0.69%	49
2018 Q1	$1.33M	Buy	40,096 +3,807	+10%	+$128K	0.61%	55
2017 Q4	$1.21M	Buy	+36,289	New	+$1.19M	0.52%	62

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

Oarsman Capital's SPMD Position: Q2 2026 in Review

Oarsman Capital increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 8.8% in Q2 2026, buying an estimated $3.33M and bringing the position to 642,059 shares worth $43.4M. The position accounts for 4.59% of the portfolio, ranked #5.

Oarsman Capital first reported a position in SPMD in Q4 2017 and has held it in 31 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Oarsman Capital held 642,059 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $43.4M as of Q2 2026.
Oarsman Capital bought 51,731 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $3.33M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 4.59% of Oarsman Capital's portfolio in Q2 2026, its #5 holding.
Oarsman Capital first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2017 and has held it in 31 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 Oarsman Capital's 13F filing for Q2 2026, filed 7 Aug 2026.