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

Quantinno 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 Q1	$6.13M	Buy	103,510 +37,849	+58%	+$2.3M	0.01%	1058
2025 Q4	$3.8M	Buy	65,661 +982	+2%	+$56.4K	0.01%	1124
2025 Q3	$3.7M	Buy	64,679 +12,545	+24%	+$707K	0.01%	1020
2025 Q2	$2.84M	Sell	52,134 -5,520	-10%	-$284K	0.01%	1006
2025 Q1	$2.95M	Buy	57,654 +44,289	+331%	+$2.41M	0.02%	869
2024 Q4	$731K	Buy	+13,365	New	+$752K	0.01%	1134

Other funds holding SPMD

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Quantinno Capital Management's SPMD Position: Q1 2026 in Review

Quantinno Capital Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 58% in Q1 2026, buying an estimated $2.3M and bringing the position to 103,510 shares worth $6.13M. The position accounts for 0.01% of the portfolio, ranked #1058.

Quantinno Capital Management first reported a position in SPMD in Q4 2024 and has held it in 6 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Quantinno Capital Management held 103,510 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $6.13M as of Q1 2026.
Quantinno Capital Management bought 37,849 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $2.3M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Quantinno Capital Management's portfolio in Q1 2026, its #1058 holding.
Quantinno Capital Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and has held it in 6 quarters since.
808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Quantinno Capital Management's 13F filing for Q1 2026, filed 15 May 2026.