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

Prosperity Capital 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 		– Sell
-76,488
Closed -$4.53M – 450
2026
Q1 		$4.53M Buy
+76,488
New +$4.66M 0.26% 74
2025
Q3 		– Sell
-77,008
Closed -$4.19M – 429
2025
Q2 		$4.19M Buy
+77,008
New +$3.97M 0.27% 74
2023
Q4 		– Sell
-84,113
Closed -$3.68M – 279
2023
Q3 		$3.68M Buy
+84,113
New +$3.87M 0.49% 31

Other funds holding SPMD

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
MSA
Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Prosperity Capital Advisors's SPMD Position: Q2 2026 in Review

Prosperity Capital Advisors sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026, closing a stake of 76,488 shares — an estimated $4.53M sold.

Prosperity Capital Advisors first reported a position in SPMD in Q3 2023 and held it in 3 quarters. The position peaked at $4.53M in Q1 2026. 190 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Prosperity Capital Advisors reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Prosperity Capital Advisors sold 76,488 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $4.53M.
  • Prosperity Capital Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2023 and held it in 3 quarters.
  • Prosperity Capital Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $4.53M in Q1 2026.
  • 190 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.