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

Sage Mountain Advisors’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	$832K	Hold	12,313	–	–	0.05%	109
2026 Q1	$729K	Sell	12,313 -213	-2%	-$13K	0.05%	111
2025 Q4	$725K	Sell	12,526 -804	-6%	-$46.2K	0.04%	213
2025 Q3	$762K	Sell	13,330 -786	-6%	-$44.3K	0.04%	199
2025 Q2	$768K	Hold	14,116	–	–	0.05%	177
2025 Q1	$722K	Hold	14,116	–	–	0.05%	166
2024 Q4	$772K	Hold	14,116	–	–	0.06%	151
2024 Q3	$772K	Hold	14,116	–	–	0.07%	142
2024 Q2	$724K	Buy	14,116 +324	+2%	+$16.7K	0.07%	130
2024 Q1	$736K	Buy	13,792 +1,693	+14%	+$84.2K	0.08%	118
2023 Q4	$589K	Hold	12,099	–	–	0.07%	118
2023 Q3	$530K	Sell	12,099 -310	-2%	-$14.3K	0.07%	113
2023 Q2	$569K	Sell	12,409 -232	-2%	-$10.1K	0.08%	104
2023 Q1	$555K	Hold	12,641	–	–	0.09%	93
2022 Q4	$537K	Sell	12,641 -2,536	-17%	-$108K	0.12%	67
2022 Q3	$585K	Hold	15,177	–	–	0.16%	56
2022 Q2	$602K	Hold	15,177	–	–	0.11%	182
2022 Q1	$716K	Sell	15,177 -2,017	-12%	-$94.3K	0.11%	187
2021 Q4	$855K	Hold	17,194	–	–	0.1%	184
2021 Q3	$794K	Buy	+17,194	New	+$812K	0.11%	173

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

Sage Mountain Advisors's SPMD Position: Q2 2026 in Review

Sage Mountain Advisors held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 12,313 shares worth $832K. The position accounts for 0.05% of the portfolio, ranked #109.

Sage Mountain Advisors first reported a position in SPMD in Q3 2021 and has held it in 20 quarters since. The position peaked at $855K in Q4 2021. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Sage Mountain Advisors held 12,313 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $832K as of Q2 2026.
Sage Mountain Advisors left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.05% of Sage Mountain Advisors's portfolio in Q2 2026, its #109 holding.
Sage Mountain Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2021 and has held it in 20 quarters since.
Sage Mountain Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $855K in Q4 2021.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.