P
SPMD icon

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

&Partners’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 		$3.59M Buy
53,087
+1,592
+3% +$102K 0.01% 734
2026
Q1 		$3.05M Buy
51,495
+1,244
+2% +$75.7K 0.02% 719
2025
Q4 		$2.91M Buy
50,251
+744
+2% +$42.7K 0.02% 697
2025
Q3 		$2.83M Buy
49,507
+865
+2% +$48.7K 0.02% 611
2025
Q2 		$2.65M Buy
48,642
+34,689
+249% +$1.79M 0.02% 555
2025
Q1 		$712K Buy
+13,953
New +$761K 0.01% 969

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

&Partners's SPMD Position: Q2 2026 in Review

&Partners increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3.1% in Q2 2026, buying an estimated $102K and bringing the position to 53,087 shares worth $3.59M. The position accounts for 0.01% of the portfolio, ranked #734.

&Partners first reported a position in SPMD in Q1 2025 and has held it in 6 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • &Partners held 53,087 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.59M as of Q2 2026.
  • &Partners bought 1,592 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $102K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #734 holding.
  • &Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2025 and has held it in 6 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 &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.