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

Rossmore Private Capital’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 		$170K Sell
2,519
-60
-2% -$3.86K 0.01% 306
2026
Q1 		$153K Buy
2,579
+1,000
+63% +$60.9K 0.01% 294
2025
Q4 		$91.4K Buy
1,579
+602
+62% +$34.6K 0.01% 308
2025
Q3 		$55.9K Buy
+977
New +$55K 0.01% 291

Other funds holding SPMD

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

Rossmore Private Capital's SPMD Position: Q2 2026 in Review

Rossmore Private Capital reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.3% in Q2 2026, selling an estimated $3.86K and leaving 2,519 shares worth $170K. The position accounts for 0.01% of the portfolio, ranked #306.

Rossmore Private Capital first reported a position in SPMD in Q3 2025 and has held it in 4 quarters since. 529 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Rossmore Private Capital held 2,519 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $170K as of Q2 2026.
  • Rossmore Private Capital sold 60 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $3.86K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Rossmore Private Capital's portfolio in Q2 2026, its #306 holding.
  • Rossmore Private Capital first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 529 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.