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

ORBA 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	$1.39M	Sell	20,565 -6,221	-23%	-$400K	1.19%	28
2026 Q1	$1.59M	Sell	26,786 -2,559	-9%	-$156K	1.89%	18
2025 Q4	$1.7M	Sell	29,345 -4,974	-14%	-$286K	1.48%	21
2025 Q3	$1.96M	Sell	34,319 -823	-2%	-$46.4K	1.62%	20
2025 Q2	$1.91M	Sell	35,142 -51,899	-60%	-$2.67M	1.74%	21
2025 Q1	$4.45M	Buy	87,041 +23,203	+36%	+$1.26M	2.25%	15
2024 Q4	$3.49M	Sell	63,838 -37	-0.1%	-$2.08K	1.82%	20
2024 Q3	$3.49M	Buy	63,875 +2,222	+4%	+$117K	1.77%	19
2024 Q2	$3.16M	Buy	61,653 +1,227	+2%	+$63.3K	1.64%	22
2024 Q1	$3.22M	Buy	60,426 +3,572	+6%	+$178K	1.78%	21
2023 Q4	$2.77M	Buy	+56,854	New	+$2.53M	1.66%	21

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

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

ORBA Wealth Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 23% in Q2 2026, selling an estimated $400K and leaving 20,565 shares worth $1.39M. The position accounts for 1.19% of the portfolio, ranked #28.

ORBA Wealth Advisors first reported a position in SPMD in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.45M in Q1 2025. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

ORBA Wealth Advisors held 20,565 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.39M as of Q2 2026.
ORBA Wealth Advisors sold 6,221 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $400K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.19% of ORBA Wealth Advisors's portfolio in Q2 2026, its #28 holding.
ORBA Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 11 quarters since.
ORBA Wealth Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $4.45M in Q1 2025.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.