PAS
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Park Avenue Securities’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Park Avenue Securities’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 		$15.2M Buy
+224,715
New +$14.5M 0.09% 172
2026
Q1 		– Sell
-218,396
Closed -$12.6M – 1690
2025
Q4 		$12.6M Buy
218,396
+16,567
+8% +$952K 0.11% 154
2025
Q3 		$11.5M Buy
201,829
+7,387
+4% +$416K 0.09% 170
2025
Q2 		$10.6M Buy
194,442
+4,697
+2% +$242K 0.1% 148
2025
Q1 		$9.71M Buy
189,745
+5,003
+3% +$273K 0.12% 113
2024
Q4 		$10.1M Buy
184,742
+10,287
+6% +$579K 0.1% 133
2024
Q3 		$9.54M Buy
174,455
+5,683
+3% +$301K 0.11% 129
2024
Q2 		$8.66M Buy
168,772
+10,434
+7% +$538K 0.11% 139
2024
Q1 		$8.45M Buy
158,338
+7,479
+5% +$372K 0.11% 134
2023
Q4 		$7.35M Buy
150,859
+5,892
+4% +$262K 0.1% 129
2023
Q3 		$6.35M Buy
144,967
+10,768
+8% +$495K 0.1% 135
2023
Q2 		$6.16M Buy
134,199
+7,722
+6% +$337K 0.1% 136
2023
Q1 		$5.56M Buy
126,477
+15,565
+14% +$697K 0.1% 140
2022
Q4 		$4.71M Buy
110,912
+6,474
+6% +$275K 0.08% 156
2022
Q3 		$4.03M Buy
104,438
+12,283
+13% +$521K 0.08% 155
2022
Q2 		$3.66M Buy
92,155
+14,132
+18% +$613K 0.07% 173
2022
Q1 		$3.68M Buy
78,023
+8,579
+12% +$401K 0.06% 166
2021
Q4 		$3.45M Buy
69,444
+7,013
+11% +$343K 0.06% 175
2021
Q3 		$2.88M Buy
62,431
+7,036
+13% +$332K 0.06% 181
2021
Q2 		$2.62M Buy
55,395
+12,380
+29% +$588K 0.06% 184
2021
Q1 		$1.97M Buy
43,015
+12,700
+42% +$557K 0.05% 200
2020
Q4 		$1.23M Buy
30,315
+1,807
+6% +$67K 0.03% 250
2020
Q3 		$930K Buy
28,508
+2,306
+9% +$75.8K 0.03% 249
2020
Q2 		$819K Buy
26,202
+4,132
+19% +$121K 0.03% 229
2020
Q1 		$559K Buy
22,070
+7,190
+48% +$235K 0.05% 129
2019
Q4 		$539K Buy
14,880
+7,462
+101% +$260K 0.02% 283
2019
Q3 		$251K Buy
+7,418
New +$250K 0.01% 445

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

Park Avenue Securities's SPMD Position: Q2 2026 in Review

Park Avenue Securities opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026: 224,715 shares worth $15.2M. The stake represents 0.09% of the portfolio and ranks #172 among its holdings. This is a return to the name: Park Avenue Securities previously reported a position in SPMD as recently as Q4 2025.

Park Avenue Securities first reported a position in SPMD in Q3 2019 and has held it in 27 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Park Avenue Securities held 224,715 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $15.2M as of Q2 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Park Avenue Securities position in Q2 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.09% of Park Avenue Securities's portfolio in Q2 2026, its #172 holding.
  • Park Avenue Securities first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2019 and has held it in 27 quarters since.
  • 844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.