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

QRG Capital Management’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	$204K	Buy	+3,023	New	+$194K	﹤0.01%	1174
2026 Q1	–	Sell	-4,522	Closed	-$262K	–	1187
2025 Q4	$262K	Buy	+4,522	New	+$260K	﹤0.01%	970
2025 Q1	–	Sell	-3,743	Closed	-$205K	–	1133
2024 Q4	$205K	Sell	3,743 -35	-0.9%	-$1.97K	﹤0.01%	1036
2024 Q3	$207K	Buy	+3,778	New	+$200K	﹤0.01%	1033

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

QRG Capital Management's SPMD Position: Q2 2026 in Review

QRG Capital Management opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026: 3,023 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1174 among its holdings. This is a return to the name: QRG Capital Management previously reported a position in SPMD as recently as Q4 2025.

QRG Capital Management first reported a position in SPMD in Q3 2024 and has held it in 4 quarters since. The position peaked at $262K in Q4 2025. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

QRG Capital Management held 3,023 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $204K as of Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new QRG Capital Management position in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of QRG Capital Management's portfolio in Q2 2026, its #1174 holding.
QRG Capital Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2024 and has held it in 4 quarters since.
QRG Capital Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $262K in Q4 2025.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on QRG Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.