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

Scarborough 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	$390K	Hold	5,849	–	–	0.04%	113
2026 Q1	$346K	Buy	5,849 +11	+0.2%	+$670	0.04%	115
2025 Q4	$338K	Buy	5,838 +2	+0%	+$115	0.06%	73
2025 Q3	$334K	Sell	5,836 -1,151	-16%	-$64.8K	0.06%	72
2025 Q2	$380K	Buy	6,987 +2	+0%	+$103	0.08%	67
2025 Q1	$358K	Sell	6,985 -390	-5%	-$21.3K	0.05%	96
2024 Q4	$403K	Sell	7,375 -991	-12%	-$55.8K	0.06%	92
2024 Q3	$457K	Sell	8,366 -249	-3%	-$13.2K	0.07%	64
2024 Q2	$442K	Sell	8,615 -46,456	-84%	-$2.4M	0.18%	37
2024 Q1	$2.94M	Sell	55,071 -748	-1%	-$37.2K	1.36%	20
2023 Q4	$2.72M	Sell	55,819 -264	-0.5%	-$11.8K	0.56%	39
2023 Q3	$2.46M	Sell	56,083 -214	-0.4%	-$9.84K	0.6%	38
2023 Q2	$2.58M	Sell	56,297 -1,252	-2%	-$54.7K	0.62%	35
2023 Q1	$2.53M	Sell	57,549 -1,738	-3%	-$77.8K	0.64%	36
2022 Q4	$2.52M	Sell	59,287 -426	-0.7%	-$18.1K	0.68%	34
2022 Q3	$2.3M	Sell	59,713 -1,692	-3%	-$71.7K	0.72%	33
2022 Q2	$2.44M	Sell	61,405 -1,428	-2%	-$61.9K	0.83%	29
2022 Q1	$2.96M	Sell	62,833 -196,735	-76%	-$9.2M	0.95%	27
2021 Q4	$12.9M	Buy	+259,568	New	+$12.7M	4.44%	7

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

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 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Scarborough Advisors's SPMD Position: Q2 2026 in Review

Scarborough Advisors held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 5,849 shares worth $390K. The position accounts for 0.04% of the portfolio, ranked #113.

Scarborough Advisors first reported a position in SPMD in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.9M in Q4 2021. 190 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Scarborough Advisors held 5,849 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $390K as of Q2 2026.
Scarborough 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 0.04% of Scarborough Advisors's portfolio in Q2 2026, its #113 holding.
Scarborough Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and has held it in 19 quarters since.
Scarborough Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $12.9M in Q4 2021.
190 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.