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

Pecaut & Co’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 		$7.12M Sell
105,452
-549
-0.5% -$35.3K 2.17% 16
2026
Q1 		$6.28M Sell
106,001
-3,969
-4% -$242K 2.04% 17
2025
Q4 		$6.37M Sell
109,970
-1,007
-0.9% -$57.8K 2.05% 14
2025
Q3 		$6.35M Sell
110,977
-41,279
-27% -$2.33M 2.04% 16
2025
Q2 		$8.28M Sell
152,256
-1,495
-1% -$77K 2.75% 11
2025
Q1 		$7.87M Buy
153,751
+4,411
+3% +$240K 2.68% 11
2024
Q4 		$8.17M Buy
149,340
+10,119
+7% +$569K 2.82% 11
2024
Q3 		$7.61M Buy
139,221
+6,115
+5% +$323K 2.69% 12
2024
Q2 		$6.83M Buy
133,106
+889
+0.7% +$45.9K 2.58% 13
2024
Q1 		$7.05M Buy
132,217
+2,464
+2% +$123K 2.63% 12
2023
Q4 		$6.32M Buy
129,753
+10,999
+9% +$490K 2.54% 13
2023
Q3 		$5.2M Sell
118,754
-6,427
-5% -$295K 2.18% 15
2023
Q2 		$5.74M Buy
125,181
+15,506
+14% +$677K 2.42% 13
2023
Q1 		$4.82M Buy
109,675
+3,304
+3% +$148K 2.2% 12
2022
Q4 		$4.52M Buy
106,371
+10,531
+11% +$447K 2.15% 14
2022
Q3 		$3.7M Buy
95,840
+12,759
+15% +$541K 1.96% 16
2022
Q2 		$3.3M Buy
83,081
+4,805
+6% +$208K 1.86% 15
2022
Q1 		$3.69M Buy
78,276
+6,352
+9% +$297K 1.8% 19
2021
Q4 		$3.58M Buy
71,924
+36,896
+105% +$1.8M 1.82% 19
2021
Q3 		$1.62M Buy
35,028
+26,599
+316% +$1.26M 0.96% 22
2021
Q2 		$398K Buy
+8,429
New +$400K 0.26% 46

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

Pecaut & Co's SPMD Position: Q2 2026 in Review

Pecaut & Co reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.52% in Q2 2026, selling an estimated $35.3K and leaving 105,452 shares worth $7.12M. The position accounts for 2.17% of the portfolio, ranked #16.

Pecaut & Co first reported a position in SPMD in Q2 2021 and has held it in 21 quarters since. The position peaked at $8.28M in Q2 2025. 842 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Pecaut & Co held 105,452 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $7.12M as of Q2 2026.
  • Pecaut & Co sold 549 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $35.3K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 2.17% of Pecaut & Co's portfolio in Q2 2026, its #16 holding.
  • Pecaut & Co first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • Pecaut & Co's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $8.28M in Q2 2025.
  • 842 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Pecaut & Co's 13F filing for Q2 2026, filed 3 Aug 2026.