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

Principal 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	$2.77M	Buy	40,963 +21,110	+106%	+$1.36M	0.03%	434
2026 Q1	$1.18M	Buy	19,853 +9,058	+84%	+$551K	0.02%	673
2025 Q4	$625K	Buy	10,795 +6,756	+167%	+$388K	0.01%	853
2025 Q3	$231K	Buy	4,039 +157	+4%	+$8.85K	﹤0.01%	1226
2025 Q2	$211K	Sell	3,882 -58	-1%	-$2.99K	﹤0.01%	1213
2025 Q1	$215K	Hold	3,940	–	–	﹤0.01%	1100
2024 Q4	$215K	Sell	3,940 -462	-10%	-$26K	﹤0.01%	1100
2024 Q3	$241K	Buy	4,402 +754	+21%	+$39.9K	0.01%	1026
2024 Q2	$187K	Buy	3,648 +3,325	+1,029%	+$172K	0.01%	1064
2024 Q1	$17.2K	Hold	323	–	–	﹤0.01%	2082
2023 Q4	$15.7K	Buy	+323	New	+$14.4K	﹤0.01%	2056

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

Principal Securities's SPMD Position: Q2 2026 in Review

Principal Securities increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 106% in Q2 2026, buying an estimated $1.36M and bringing the position to 40,963 shares worth $2.77M. The position accounts for 0.03% of the portfolio, ranked #434.

Principal Securities first reported a position in SPMD in Q4 2023 and has held it in 11 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Principal Securities held 40,963 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.77M as of Q2 2026.
Principal Securities bought 21,110 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $1.36M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.03% of Principal Securities's portfolio in Q2 2026, its #434 holding.
Principal Securities first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 11 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 Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.