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

PSI 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 		$14M Buy
207,189
+2,627
+1% +$169K 3.25% 8
2026
Q1 		$12.1M Buy
204,562
+18,609
+10% +$1.13M 2.9% 8
2025
Q4 		$10.8M Sell
185,953
-11,292
-6% -$649K 2.7% 8
2025
Q3 		$11.3M Buy
197,245
+3,688
+2% +$208K 2.91% 8
2025
Q2 		$10.5M Buy
193,557
+1,638
+0.9% +$84.4K 5.17% 4
2025
Q1 		$9.82M Buy
191,919
+6,848
+4% +$373K 3.2% 8
2024
Q4 		$10.1M Buy
185,071
+3,824
+2% +$215K 3% 8
2024
Q3 		$9.91M Buy
181,247
+3,215
+2% +$170K 2.9% 8
2024
Q2 		$9.13M Buy
178,032
+15,388
+9% +$794K 2.89% 9
2024
Q1 		$8.68M Sell
162,644
-15,247
-9% -$758K 3.13% 6
2023
Q4 		$8.67M Buy
177,891
+34,570
+24% +$1.54M 3.24% 4
2023
Q3 		$6.28M Buy
143,321
+19,396
+16% +$892K 2.72% 8
2023
Q2 		$5.69M Sell
123,925
-47,296
-28% -$2.07M 2.5% 8
2023
Q1 		$7.52M Buy
171,221
+16,855
+11% +$754K 3.63% 5
2022
Q4 		$6.56M Buy
154,366
+21,874
+17% +$929K 3.49% 5
2022
Q3 		$5.11M Buy
132,492
+24,675
+23% +$1.05M 2.68% 7
2022
Q2 		$4.28M Sell
107,817
-6,649
-6% -$288K 2.1% 9
2022
Q1 		$5.4M Buy
114,466
+9,704
+9% +$454K 2.22% 9
2021
Q4 		$5.21M Buy
104,762
+24,400
+30% +$1.19M 2.12% 9
2021
Q3 		$3.71M Buy
80,362
+8,952
+13% +$423K 1.7% 12
2021
Q2 		$3.37M Buy
71,410
+6,286
+10% +$298K 1.78% 13
2021
Q1 		$2.98M Buy
65,124
+49,029
+305% +$2.15M 1.76% 14
2020
Q4 		$650K Buy
16,095
+8,916
+124% +$331K 0.45% 53
2020
Q3 		$234K Buy
+7,179
New +$236K 0.18% 103

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
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

PSI Advisors's SPMD Position: Q2 2026 in Review

PSI Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.3% in Q2 2026, buying an estimated $169K and bringing the position to 207,189 shares worth $14M. The position accounts for 3.25% of the portfolio, ranked #8.

PSI Advisors first reported a position in SPMD in Q3 2020 and has held it in 24 quarters since. 842 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • PSI Advisors held 207,189 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $14M as of Q2 2026.
  • PSI Advisors bought 2,627 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $169K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 3.25% of PSI Advisors's portfolio in Q2 2026, its #8 holding.
  • PSI Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2020 and has held it in 24 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 PSI Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.