Roman Butler Fullerton & Co’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Roman Butler Fullerton & Co’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	$343K	Buy	5,201 +11	+0.2%	+$708	0.08%	222
2026 Q1	$321K	Buy	5,190 +11	+0.2%	+$670	0.09%	214
2025 Q4	$320K	Buy	5,179 +12	+0.2%	+$689	0.08%	218
2025 Q3	$295K	Buy	5,167 +12	+0.2%	+$676	0.08%	209
2025 Q2	$291K	Buy	5,155 +483	+10%	+$24.9K	0.09%	190
2025 Q1	$225K	Buy	4,672 +110	+2%	+$6K	0.09%	195
2024 Q4	$259K	Sell	4,562 -491	-10%	-$27.6K	0.08%	199
2024 Q3	$280K	Buy	5,053 +17	+0.3%	+$899	0.08%	207
2024 Q2	$258K	Buy	5,036 +19	+0.4%	+$980	0.08%	190
2024 Q1	$252K	Buy	5,017 +14	+0.3%	+$696	0.09%	188
2023 Q4	$242K	Buy	+5,003	New	+$223K	0.09%	183

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

Roman Butler Fullerton & Co's SPMD Position: Q2 2026 in Review

Roman Butler Fullerton & Co increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.21% in Q2 2026, buying an estimated $708 and bringing the position to 5,201 shares worth $343K. The position accounts for 0.08% of the portfolio, ranked #222.

Roman Butler Fullerton & Co first reported a position in SPMD in Q4 2023 and has held it in 11 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Roman Butler Fullerton & Co held 5,201 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $343K as of Q2 2026.
Roman Butler Fullerton & Co bought 11 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $708.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.08% of Roman Butler Fullerton & Co's portfolio in Q2 2026, its #222 holding.
Roman Butler Fullerton & Co first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 11 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 Roman Butler Fullerton & Co's 13F filing for Q2 2026, filed 6 Aug 2026.