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

Sachetta’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	$917K	Sell	13,566 -130	-0.9%	-$8.36K	0.45%	42
2026 Q1	$811K	Buy	13,696 +43	+0.3%	+$2.62K	0.44%	41
2025 Q4	$791K	Sell	13,653 -724	-5%	-$41.6K	0.43%	43
2025 Q3	$822K	Buy	14,377 +46	+0.3%	+$2.59K	0.31%	67
2025 Q2	$779K	Buy	14,331 +14,304	+52,978%	+$737K	0.31%	70
2025 Q1	$1.38K	Sell	27 -8	-23%	-$436	﹤0.01%	870
2024 Q4	$1.91K	Hold	35	–	–	﹤0.01%	839
2024 Q3	$1.9K	Hold	35	–	–	﹤0.01%	892
2024 Q2	$1.87K	Buy	35 +7	+25%	+$361	﹤0.01%	851
2024 Q1	$1.38K	Hold	28	–	–	﹤0.01%	823
2023 Q4	$1.38K	Buy	+28	New	+$1.25K	﹤0.01%	823

Other funds holding SPMD

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

MSA

Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

Sachetta's SPMD Position: Q2 2026 in Review

Sachetta reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.95% in Q2 2026, selling an estimated $8.36K and leaving 13,566 shares worth $917K. The position accounts for 0.45% of the portfolio, ranked #42.

Sachetta first reported a position in SPMD in Q4 2023 and has held it in 11 quarters since. 169 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Sachetta held 13,566 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $917K as of Q2 2026.
Sachetta sold 130 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $8.36K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.45% of Sachetta's portfolio in Q2 2026, its #42 holding.
Sachetta 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.
169 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.