OGF
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Orin Green Financial’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Orin Green Financial’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 		$1.09M Sell
16,095
-281
-2% -$18.1K 0.4% 38
2026
Q1 		$970K Sell
16,376
-24
-0.1% -$1.46K 0.4% 39
2025
Q4 		$950K Buy
16,400
+33
+0.2% +$1.9K 0.38% 39
2025
Q3 		$936K Buy
16,367
+252
+2% +$14.2K 0.37% 41
2025
Q2 		$876K Buy
16,115
+3
+0% +$155 0.37% 41
2025
Q1 		$757K Buy
+16,112
New +$878K 0.36% 40
2024
Q4 		– Sell
-16,469
Closed -$927K – 38
2024
Q3 		$901K Sell
16,469
-23
-0.1% -$1.22K 0.39% 39
2024
Q2 		$846K Buy
+16,492
New +$851K 0.39% 38
2024
Q1 		– Sell
-14,558
Closed -$724K – 39
2023
Q4 		$709K Sell
14,558
-1,176
-7% -$52.4K 0.35% 41
2023
Q3 		$689K Sell
15,734
-155
-1% -$7.13K 0.38% 39
2023
Q2 		$729K Sell
15,889
-44
-0.3% -$1.92K 0.38% 38
2023
Q1 		$700K Sell
15,933
-2,355
-13% -$105K 0.38% 41
2022
Q4 		$777K Sell
18,288
-38
-0.2% -$1.61K 0.46% 35
2022
Q3 		$703K Sell
18,326
-1,034
-5% -$43.8K 0.46% 36
2022
Q2 		$772K Sell
19,360
-788
-4% -$34.2K 0.48% 35
2022
Q1 		$950K Buy
20,148
+52
+0.3% +$2.43K 0.62% 30
2021
Q4 		$944K Sell
20,096
-328
-2% -$16K 0.68% 29
2021
Q3 		$943K Buy
20,424
+783
+4% +$37K 0.66% 29
2021
Q2 		$927K Sell
19,641
-1,249
-6% -$59.3K 0.66% 29
2021
Q1 		$956K Sell
20,890
-2,040
-9% -$89.5K 0.78% 26
2020
Q4 		$926K Buy
+22,930
New +$850K 0.73% 28

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
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

Orin Green Financial's SPMD Position: Q2 2026 in Review

Orin Green Financial reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.7% in Q2 2026, selling an estimated $18.1K and leaving 16,095 shares worth $1.09M. The position accounts for 0.4% of the portfolio, ranked #38.

Orin Green Financial first reported a position in SPMD in Q4 2020 and has held it in 21 quarters since. 841 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Orin Green Financial held 16,095 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.09M as of Q2 2026.
  • Orin Green Financial sold 281 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $18.1K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.4% of Orin Green Financial's portfolio in Q2 2026, its #38 holding.
  • Orin Green Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2020 and has held it in 21 quarters since.
  • 841 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Orin Green Financial's 13F filing for Q2 2026, filed 13 Jul 2026.