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

Private Advisor Group’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
2023
Q4 		– Sell
-35,800
Closed -$15.7K – 2480
2023
Q3 		$15.7K Buy
+35,800
New +$1.65M ﹤0.01% 2136

Other funds holding SPMD

FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return

Private Advisor Group's SPMD Position: Q2 2026 in Review

Private Advisor Group reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 8% in Q2 2026, selling an estimated $4.37M and leaving 778,352 shares worth $52.6M. The position accounts for 0.24% of the portfolio, ranked #83.

Private Advisor Group first reported a position in SPMD in Q3 2014 and has held it in 33 quarters since. The position peaked at $69.3M in Q4 2024. 356 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Private Advisor Group held 778,352 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $52.6M as of Q2 2026.
  • Private Advisor Group sold 67,870 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $4.37M.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.24% of Private Advisor Group's portfolio in Q2 2026, its #83 holding.
  • Private Advisor Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2014 and has held it in 33 quarters since.
  • Private Advisor Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $69.3M in Q4 2024.
  • 356 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.