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

October Effect’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	$472K	Buy	6,983 +1,056	+18%	+$67.9K	0.44%	49
2026 Q1	$351K	Buy	5,927 +1,439	+32%	+$87.6K	0.4%	51
2025 Q4	$260K	Buy	4,488 +676	+18%	+$38.8K	0.29%	50
2025 Q3	$218K	Sell	3,812 -86	-2%	-$4.84K	0.24%	51
2025 Q2	$212K	Buy	+3,898	New	+$201K	0.26%	51

Other funds holding SPMD

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

October Effect's SPMD Position: Q2 2026 in Review

October Effect increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 18% in Q2 2026, buying an estimated $67.9K and bringing the position to 6,983 shares worth $472K. The position accounts for 0.44% of the portfolio, ranked #49.

October Effect first reported a position in SPMD in Q2 2025 and has held it in 5 quarters since. 281 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

October Effect held 6,983 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $472K as of Q2 2026.
October Effect bought 1,056 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $67.9K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.44% of October Effect's portfolio in Q2 2026, its #49 holding.
October Effect first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2025 and has held it in 5 quarters since.
281 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on October Effect's 13F filing for Q2 2026, filed 21 Jul 2026.