SAM
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S.A. Mason’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

S.A. Mason’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 		$2.49M Buy
36,783
+118
+0.3% +$7.59K 0.76% 30
2026
Q1 		$2.17M Buy
36,665
+1,466
+4% +$89.2K 0.82% 30
2025
Q4 		$2.04M Buy
35,199
+415
+1% +$23.8K 0.81% 28
2025
Q3 		$1.99M Buy
34,784
+296
+0.9% +$16.7K 0.88% 25
2025
Q2 		$1.88M Buy
34,488
+503
+1% +$25.9K 0.91% 22
2025
Q1 		$1.74M Buy
33,985
+551
+2% +$30K 0.92% 24
2024
Q4 		$1.83M Buy
33,434
+632
+2% +$35.6K 0.96% 18
2024
Q3 		$1.79M Buy
32,802
+4,159
+15% +$220K 0.95% 20
2024
Q2 		$1.47M Buy
28,643
+2,204
+8% +$114K 0.84% 26
2024
Q1 		$1.41M Buy
26,439
+978
+4% +$48.6K 0.85% 28
2023
Q4 		$1.24M Buy
25,461
+90
+0.4% +$4.01K 0.83% 29
2023
Q3 		$1.11M Sell
25,371
-410
-2% -$18.9K 0.8% 30
2023
Q2 		$1.13M Hold
25,781
– – 0.82% 27
2023
Q1 		$1.13M Sell
25,781
-520
-2% -$23.3K 0.82% 27
2022
Q4 		$1.12M Buy
26,301
+1,975
+8% +$83.8K 0.84% 27
2022
Q3 		$938K Buy
24,326
+125
+0.5% +$5.3K 0.74% 34
2022
Q2 		$961K Buy
24,201
+61
+0.3% +$2.65K 0.7% 38
2022
Q1 		$1.14M Buy
24,140
+2,045
+9% +$95.6K 0.71% 35
2021
Q4 		$1.1M Buy
22,095
+3,085
+16% +$151K 0.66% 37
2021
Q3 		$878K Buy
19,010
+1,745
+10% +$82.4K 0.58% 49
2021
Q2 		$815K Buy
17,265
+2,550
+17% +$121K 0.56% 49
2021
Q1 		$673K Buy
14,715
+2,255
+18% +$99K 0.5% 58
2020
Q4 		$503K Buy
12,460
+1,100
+10% +$40.8K 0.42% 68
2020
Q3 		$371K Sell
11,360
-200
-2% -$6.57K 0.35% 79
2020
Q2 		$361K Buy
11,560
+33
+0.3% +$964 0.38% 75
2020
Q1 		$292K Sell
11,527
-3,850
-25% -$126K 0.35% 78
2019
Q4 		$557K Buy
+15,377
New +$536K 0.53% 57

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

S.A. Mason's SPMD Position: Q2 2026 in Review

S.A. Mason increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.32% in Q2 2026, buying an estimated $7.59K and bringing the position to 36,783 shares worth $2.49M. The position accounts for 0.76% of the portfolio, ranked #30.

S.A. Mason first reported a position in SPMD in Q4 2019 and has held it in 27 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • S.A. Mason held 36,783 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.49M as of Q2 2026.
  • S.A. Mason bought 118 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $7.59K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.76% of S.A. Mason's portfolio in Q2 2026, its #30 holding.
  • S.A. Mason first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2019 and has held it in 27 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 S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.