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

Pachira Investments’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	$5.37M	Sell	79,477 -4,966	-6%	-$319K	2.03%	18
2026 Q1	$5M	Sell	84,443 -9,854	-10%	-$600K	2.34%	18
2025 Q4	$5.46M	Sell	94,297 -16,075	-15%	-$923K	2.66%	16
2025 Q3	$6.31M	Buy	+110,372	New	+$6.22M	3.55%	11
2025 Q2	–	Sell	-161,635	Closed	-$8.25M	–	57
2025 Q1	$8.25M	Sell	161,635 -3,456	-2%	-$188K	5.8%	5
2024 Q4	$9.01M	Sell	165,091 -1,731	-1%	-$97.4K	5.52%	6
2024 Q3	$9.12M	Sell	166,822 -1,749	-1%	-$92.5K	7.02%	5
2024 Q2	$8.65M	Sell	168,571 -1,332	-0.8%	-$68.7K	7.66%	5
2024 Q1	$9.06M	Sell	169,903 -12,638	-7%	-$629K	7.41%	6
2023 Q4	$8.89M	Sell	182,541 -2,353	-1%	-$105K	7.85%	7
2023 Q3	$8.1M	Sell	184,894 -3,425	-2%	-$157K	9.09%	5
2023 Q2	$8.64M	Buy	+188,319	New	+$8.23M	9.29%	5

Other funds holding SPMD

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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

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

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

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

MSA

Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Pachira Investments's SPMD Position: Q2 2026 in Review

Pachira Investments reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 5.9% in Q2 2026, selling an estimated $319K and leaving 79,477 shares worth $5.37M. The position accounts for 2.03% of the portfolio, ranked #18.

Pachira Investments first reported a position in SPMD in Q2 2023 and has held it in 12 quarters since. The position peaked at $9.12M in Q3 2024. 195 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Pachira Investments held 79,477 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $5.37M as of Q2 2026.
Pachira Investments sold 4,966 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $319K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 2.03% of Pachira Investments's portfolio in Q2 2026, its #18 holding.
Pachira Investments first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2023 and has held it in 12 quarters since.
Pachira Investments's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $9.12M in Q3 2024.
195 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Pachira Investments's 13F filing for Q2 2026, filed 17 Jul 2026.