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

Pinkerton Retirement Specialists’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	$6.08M	Sell	102,672 -4,151	-4%	-$267K	0.52%	29
2026 Q1	$6.19M	Sell	106,823 -10,187	-9%	-$620K	0.56%	33
2025 Q4	$6.78M	Sell	117,010 -3,104	-3%	-$178K	0.69%	28
2025 Q3	$6.87M	Buy	+120,114	New	+$6.77M	0.74%	26
2025 Q2	–	Sell	-156,032	Closed	-$7.99M	–	149
2025 Q1	$7.99M	Sell	156,032 -30,865	-17%	-$1.68M	1.04%	13
2024 Q4	$10.2M	Sell	186,897 -25,188	-12%	-$1.42M	1.48%	16
2024 Q3	$11.6M	Sell	212,085 -27,860	-12%	-$1.47M	1.69%	14
2024 Q2	$12.3M	Sell	239,945 -108,248	-31%	-$5.59M	1.89%	11
2024 Q1	$18.6M	Buy	+348,193	New	+$17.3M	2.99%	11
2023 Q4	–	Sell	-544,513	Closed	-$23.8M	–	153
2023 Q3	$23.8M	Buy	+544,513	New	+$25M	5.18%	6

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Pinkerton Retirement Specialists's SPMD Position: Q2 2026 in Review

Pinkerton Retirement Specialists reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3.9% in Q2 2026, selling an estimated $267K and leaving 102,672 shares worth $6.08M. The position accounts for 0.52% of the portfolio, ranked #29.

Pinkerton Retirement Specialists first reported a position in SPMD in Q3 2023 and has held it in 10 quarters since. The position peaked at $23.8M in Q3 2023. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Pinkerton Retirement Specialists held 102,672 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $6.08M as of Q2 2026.
Pinkerton Retirement Specialists sold 4,151 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $267K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.52% of Pinkerton Retirement Specialists's portfolio in Q2 2026, its #29 holding.
Pinkerton Retirement Specialists first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2023 and has held it in 10 quarters since.
Pinkerton Retirement Specialists's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $23.8M in Q3 2023.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Pinkerton Retirement Specialists's 13F filing for Q2 2026, filed 30 Jul 2026.