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

Savant Capital’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	$37.7M	Buy	595,107 +294,055	+98%	+$18.9M	0.11%	124
2026 Q1	$17.8M	Sell	301,052 -14,044	-4%	-$855K	0.09%	136
2025 Q4	$18.2M	Sell	315,096 -70,655	-18%	-$4.06M	0.1%	126
2025 Q3	$22.1M	Sell	385,751 -73,807	-16%	-$4.16M	0.13%	107
2025 Q2	$25M	Sell	459,558 -156,128	-25%	-$8.04M	0.18%	85
2025 Q1	$31.5M	Sell	615,686 -300,922	-33%	-$16.4M	0.27%	61
2024 Q4	$50.1M	Sell	916,608 -254,245	-22%	-$14.3M	0.39%	44
2024 Q3	$64M	Sell	1,170,853 -302,273	-21%	-$16M	0.53%	34
2024 Q2	$75.6M	Buy	+1,473,126	New	+$76M	0.76%	23

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

Savant Capital's SPMD Position: Q2 2026 in Review

Savant Capital increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 98% in Q2 2026, buying an estimated $18.9M and bringing the position to 595,107 shares worth $37.7M. The position accounts for 0.11% of the portfolio, ranked #124.

Savant Capital first reported a position in SPMD in Q2 2024 and has held it in 9 quarters since. The position peaked at $75.6M in Q2 2024. 842 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Savant Capital held 595,107 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $37.7M as of Q2 2026.
Savant Capital bought 294,055 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $18.9M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.11% of Savant Capital's portfolio in Q2 2026, its #124 holding.
Savant Capital 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.
Savant Capital's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $75.6M in Q2 2024.
842 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.