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

Ranch 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 		$1.13M Buy
16,728
+830
+5% +$53.4K 0.36% 71
2026
Q1 		$942K Buy
15,898
+564
+4% +$34.3K 0.34% 71
2025
Q4 		$888K Buy
15,334
+845
+6% +$48.5K 0.33% 75
2025
Q3 		$829K Sell
14,489
-18
-0.1% -$1.01K 0.32% 72
2025
Q2 		$789K Buy
14,507
+1,275
+10% +$65.7K 0.34% 69
2025
Q1 		$677K Buy
13,232
+317
+2% +$17.3K 0.32% 77
2024
Q4 		$706K Sell
12,915
-61
-0.5% -$3.43K 0.33% 72
2024
Q3 		$710K Buy
12,976
+959
+8% +$50.7K 0.33% 80
2024
Q2 		$616K Sell
12,017
-174
-1% -$8.98K 0.32% 81
2024
Q1 		$650K Buy
12,191
+278
+2% +$13.8K 0.35% 79
2023
Q4 		$580K Buy
11,913
+516
+5% +$23K 0.36% 78
2023
Q3 		$499K Buy
11,397
+1,078
+10% +$49.6K 0.35% 82
2023
Q2 		$474K Buy
10,319
+1,178
+13% +$51.5K 0.33% 88
2023
Q1 		$402K Buy
9,141
+1,530
+20% +$68.5K 0.29% 100
2022
Q4 		$323K Sell
7,611
-113
-1% -$4.8K 0.25% 109
2022
Q3 		$298K Buy
7,724
+1,122
+17% +$47.6K 0.24% 112
2022
Q2 		$262K Buy
+6,602
New +$286K 0.2% 125
2021
Q4 		– Sell
-1,382
Closed -$64K – 514
2021
Q3 		$64K Buy
1,382
+283
+26% +$13.4K 0.04% 240
2021
Q2 		$51K Buy
1,099
+577
+111% +$27.4K 0.03% 304
2021
Q1 		$23K Buy
+522
New +$22.9K 0.02% 443

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

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

Ranch Capital Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 5.2% in Q2 2026, buying an estimated $53.4K and bringing the position to 16,728 shares worth $1.13M. The position accounts for 0.36% of the portfolio, ranked #71.

Ranch Capital Advisors first reported a position in SPMD in Q1 2021 and has held it in 20 quarters since. 842 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Ranch Capital Advisors held 16,728 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.13M as of Q2 2026.
  • Ranch Capital Advisors bought 830 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $53.4K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.36% of Ranch Capital Advisors's portfolio in Q2 2026, its #71 holding.
  • Ranch Capital Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2021 and has held it in 20 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 Ranch Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.