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

Procyon Advisors’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	$228K	Sell	3,369 -430	-11%	-$27.7K	0.01%	526
2026 Q1	$225K	Buy	+3,799	New	+$231K	0.01%	526
2025 Q4	–	Sell	-3,808	Closed	-$218K	–	593
2025 Q3	$218K	Sell	3,808 -58	-2%	-$3.27K	0.01%	465
2025 Q2	$210K	Sell	3,866 -42	-1%	-$2.16K	0.02%	443
2025 Q1	$200K	Buy	3,908 +212	+6%	+$11.6K	0.01%	575
2024 Q4	$202K	Sell	3,696 -285	-7%	-$16K	0.01%	529
2024 Q3	$218K	Buy	+3,981	New	+$211K	0.01%	518
2024 Q1	–	Sell	-4,508	Closed	-$220K	–	534
2023 Q4	$220K	Buy	+4,508	New	+$201K	0.02%	473
2020 Q3	–	Sell	-1,123	Closed	-$35K	–	925
2020 Q2	$35K	Buy	1,123 +190	+20%	+$5.55K	0.02%	442
2020 Q1	$24K	Buy	933 +53	+6%	+$1.73K	0.02%	453
2019 Q4	$32K	Buy	+880	New	+$30.7K	0.02%	413

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

Procyon Advisors's SPMD Position: Q2 2026 in Review

Procyon Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 11% in Q2 2026, selling an estimated $27.7K and leaving 3,369 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #526.

Procyon Advisors first reported a position in SPMD in Q4 2019 and has held it in 11 quarters since. 842 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Procyon Advisors held 3,369 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $228K as of Q2 2026.
Procyon Advisors sold 430 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $27.7K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Procyon Advisors's portfolio in Q2 2026, its #526 holding.
Procyon Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2019 and has held it in 11 quarters since.
842 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.