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

Octavia Wealth 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	$25.6M	Buy	378,745 +13,823	+4%	+$889K	2.21%	12
2026 Q1	$21.6M	Buy	364,922 +172,496	+90%	+$10.5M	2.07%	12
2025 Q4	$11.1M	Buy	192,426 +11,873	+7%	+$682K	1.06%	21
2025 Q3	$10.3M	Buy	180,553 +6,833	+4%	+$385K	1.03%	23
2025 Q2	$9.45M	Buy	173,720 +1,789	+1%	+$92.1K	1.07%	22
2025 Q1	$8.8M	Buy	171,931 +28,201	+20%	+$1.54M	1.07%	23
2024 Q4	$7.86M	Buy	143,730 +9,566	+7%	+$538K	0.95%	25
2024 Q3	$7.34M	Buy	134,164 +22,924	+21%	+$1.21M	0.9%	26
2024 Q2	$5.71M	Buy	111,240 +25,322	+29%	+$1.31M	0.78%	26
2024 Q1	$4.58M	Buy	85,918 +74,008	+621%	+$3.68M	0.68%	28
2023 Q4	$580K	Buy	+11,910	New	+$531K	0.1%	108
2023 Q1	–	Sell	-5,668	Closed	-$241K	–	193
2022 Q4	$241K	Buy	+5,668	New	+$241K	0.06%	159

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

Octavia Wealth Advisors's SPMD Position: Q2 2026 in Review

Octavia Wealth Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3.8% in Q2 2026, buying an estimated $889K and bringing the position to 378,745 shares worth $25.6M. The position accounts for 2.21% of the portfolio, ranked #12.

Octavia Wealth Advisors first reported a position in SPMD in Q4 2022 and has held it in 12 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Octavia Wealth Advisors held 378,745 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $25.6M as of Q2 2026.
Octavia Wealth Advisors bought 13,823 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $889K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 2.21% of Octavia Wealth Advisors's portfolio in Q2 2026, its #12 holding.
Octavia Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2022 and has held it in 12 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 Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.