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

River Street 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	$1.3M	Buy	19,186 +2,516	+15%	+$162K	0.38%	66
2026 Q1	$987K	Buy	16,670 +324	+2%	+$19.7K	0.33%	72
2025 Q4	$947K	Buy	16,346 +340	+2%	+$19.5K	0.35%	71
2025 Q3	$915K	Sell	16,006 -16	-0.1%	-$901	0.35%	73
2025 Q2	$871K	Sell	16,022 -24	-0.1%	-$1.24K	0.38%	71
2025 Q1	$821K	Buy	16,046 +82	+0.5%	+$4.47K	0.41%	69
2024 Q4	$873K	Buy	15,964 +497	+3%	+$28K	0.45%	63
2024 Q3	$846K	Buy	15,467 +1,351	+10%	+$71.4K	0.46%	64
2024 Q2	$724K	Buy	14,116 +336	+2%	+$17.3K	0.45%	64
2024 Q1	$735K	Buy	13,780 +430	+3%	+$21.4K	0.5%	62
2023 Q4	$650K	Buy	13,350 +208	+2%	+$9.27K	0.52%	57
2023 Q3	$575K	Sell	13,142 -391	-3%	-$18K	0.54%	58
2023 Q2	$621K	Buy	13,533 +469	+4%	+$20.5K	0.59%	54
2023 Q1	$574K	Buy	13,064 +208	+2%	+$9.31K	0.56%	57
2022 Q4	$546K	Buy	+12,856	New	+$546K	0.59%	56

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

River Street Advisors's SPMD Position: Q2 2026 in Review

River Street Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 15% in Q2 2026, buying an estimated $162K and bringing the position to 19,186 shares worth $1.3M. The position accounts for 0.38% of the portfolio, ranked #66.

River Street Advisors first reported a position in SPMD in Q4 2022 and has held it in 15 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

River Street Advisors held 19,186 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.3M as of Q2 2026.
River Street Advisors bought 2,516 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $162K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.38% of River Street Advisors's portfolio in Q2 2026, its #66 holding.
River Street Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2022 and has held it in 15 quarters since.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on River Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.