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

Saxony Capital Management’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 		$2.72M Buy
40,302
+23,080
+134% +$1.48M 1.25% 22
2026
Q1 		$1.02M Sell
17,222
-2,924
-15% -$178K 0.59% 48
2025
Q4 		$1.17M Buy
+20,146
New +$1.16M 0.72% 38

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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Saxony Capital Management's SPMD Position: Q2 2026 in Review

Saxony Capital Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 134% in Q2 2026, buying an estimated $1.48M and bringing the position to 40,302 shares worth $2.72M. The position accounts for 1.25% of the portfolio, ranked #22.

Saxony Capital Management first reported a position in SPMD in Q4 2025 and has held it in 3 quarters since. 190 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Saxony Capital Management held 40,302 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.72M as of Q2 2026.
  • Saxony Capital Management bought 23,080 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $1.48M.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.25% of Saxony Capital Management's portfolio in Q2 2026, its #22 holding.
  • Saxony Capital Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 190 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.