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

Sanctuary 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	$12.5M	Buy	185,267 +1,030	+0.6%	+$66.3K	0.06%	342
2026 Q1	$10.9M	Sell	184,237 -204	-0.1%	-$12.4K	0.06%	349
2025 Q4	$10.7M	Buy	184,441 +4,587	+3%	+$263K	0.06%	330
2025 Q3	$10.3M	Buy	179,854 +6,939	+4%	+$391K	0.06%	320
2025 Q2	$9.4M	Buy	172,915 +29,146	+20%	+$1.5M	0.06%	332
2025 Q1	$7.36M	Sell	143,769 -18,727	-12%	-$1.02M	0.05%	372
2024 Q4	$9.31M	Buy	162,496 +10,131	+7%	+$570K	0.06%	330
2024 Q3	$8.93M	Buy	152,365 +33,221	+28%	+$1.76M	0.06%	340
2024 Q2	$6.05M	Buy	+119,144	New	+$6.15M	0.04%	405

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

Sanctuary Advisors's SPMD Position: Q2 2026 in Review

Sanctuary Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.56% in Q2 2026, buying an estimated $66.3K and bringing the position to 185,267 shares worth $12.5M. The position accounts for 0.06% of the portfolio, ranked #342.

Sanctuary Advisors first reported a position in SPMD in Q2 2024 and has held it in 9 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Sanctuary Advisors held 185,267 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $12.5M as of Q2 2026.
Sanctuary Advisors bought 1,030 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $66.3K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.06% of Sanctuary Advisors's portfolio in Q2 2026, its #342 holding.
Sanctuary Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2024 and has held it in 9 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 Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.