Rothschild Investment LLC’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Rothschild Investment LLC’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	$49.6K	Buy	734 +2	+0.3%	+$129	﹤0.01%	1252
2026 Q1	$43.4K	Buy	732 +1	+0.1%	+$61	﹤0.01%	1157
2025 Q4	$42.3K	Buy	731 +2	+0.3%	+$115	﹤0.01%	1076
2025 Q3	$41.7K	Buy	729 +2	+0.3%	+$113	﹤0.01%	1042
2025 Q2	$39.5K	Buy	727 +198	+37%	+$10.2K	﹤0.01%	842
2025 Q1	$27K	Buy	529 +2	+0.4%	+$109	﹤0.01%	921
2024 Q4	$28.8K	Buy	527 +1	+0.2%	+$56	﹤0.01%	916
2024 Q3	$28.8K	Sell	526 -50	-9%	-$2.64K	﹤0.01%	915
2024 Q2	$29.6K	Buy	576 +424	+279%	+$21.9K	﹤0.01%	887
2024 Q1	$8.11K	Hold	152	–	–	﹤0.01%	1079
2023 Q4	$7.41K	Buy	+152	New	+$6.77K	﹤0.01%	1032

Other funds holding SPMD

LPL Financial San Diego, California $445B AUM 25.58% 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

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 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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Rothschild Investment LLC's SPMD Position: Q2 2026 in Review

Rothschild Investment LLC increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.27% in Q2 2026, buying an estimated $129 and bringing the position to 734 shares worth $49.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

Rothschild Investment LLC first reported a position in SPMD in Q4 2023 and has held it in 11 quarters since. 565 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Rothschild Investment LLC held 734 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $49.6K as of Q2 2026.
Rothschild Investment LLC bought 2 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $129.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1252 holding.
Rothschild Investment LLC 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.
565 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.