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

Pine Valley 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 		$681K Buy
10,074
+17
+0.2% +$1.09K 0.03% 356
2026
Q1 		$596K Buy
10,057
+21
+0.2% +$1.28K 0.03% 354
2025
Q4 		$581K Buy
10,036
+8
+0.1% +$460 0.03% 343
2025
Q3 		$574K Sell
10,028
-213
-2% -$12K 0.03% 336
2025
Q2 		$557K Sell
10,241
-277
-3% -$14.3K 0.03% 329
2025
Q1 		$538K Buy
10,518
+67
+0.6% +$3.65K 0.03% 328
2024
Q4 		$572K Sell
10,451
-388
-4% -$21.8K 0.03% 317
2024
Q3 		$593K Buy
10,839
+7
+0.1% +$370 0.04% 302
2024
Q2 		$556K Sell
10,832
-20,215
-65% -$1.04M 0.04% 295
2024
Q1 		$1.66M Sell
31,047
-2,518
-8% -$125K 0.11% 182
2023
Q4 		$1.64M Sell
33,565
-47
-0.1% -$2.09K 0.12% 172
2023
Q3 		$1.47M Sell
33,612
-15
-0% -$690 0.13% 165
2023
Q2 		$1.54M Buy
33,627
+8
+0% +$350 0.15% 144
2023
Q1 		$1.44M Buy
+33,619
New +$1.5M 0.21% 105

Other funds holding SPMD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Pine Valley Investments's SPMD Position: Q2 2026 in Review

Pine Valley Investments increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.17% in Q2 2026, buying an estimated $1.09K and bringing the position to 10,074 shares worth $681K. The position accounts for 0.03% of the portfolio, ranked #356.

Pine Valley Investments first reported a position in SPMD in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.66M in Q1 2024. 496 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Pine Valley Investments held 10,074 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $681K as of Q2 2026.
  • Pine Valley Investments bought 17 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $1.09K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.03% of Pine Valley Investments's portfolio in Q2 2026, its #356 holding.
  • Pine Valley Investments first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • Pine Valley Investments's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.66M in Q1 2024.
  • 496 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.