SPA
SPMD icon

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

Sentinel Pension 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 		$402K Sell
6,076
-759
-11% -$48.8K 0.05% 105
2026
Q1 		$405K Buy
6,835
+21
+0.3% +$1.28K 0.06% 94
2025
Q4 		$395K Buy
6,814
+25
+0.4% +$1.44K 0.06% 97
2025
Q3 		$388K Buy
6,789
+23
+0.3% +$1.3K 0.06% 93
2025
Q2 		$368K Buy
6,766
+27
+0.4% +$1.39K 0.06% 93
2025
Q1 		$345K Buy
6,739
+23
+0.3% +$1.25K 0.06% 90
2024
Q4 		$367K Buy
6,716
+25
+0.4% +$1.41K 0.07% 85
2024
Q3 		$366K Buy
6,691
+24
+0.4% +$1.27K 0.07% 88
2024
Q2 		$342K Buy
6,667
+27
+0.4% +$1.39K 0.07% 86
2024
Q1 		$354K Sell
6,640
-397
-6% -$19.7K 0.08% 76
2023
Q4 		$343K Buy
7,037
+75
+1% +$3.34K 0.08% 74
2023
Q3 		$305K Buy
6,962
+26
+0.4% +$1.2K 0.07% 79
2023
Q2 		$318K Buy
6,936
+28
+0.4% +$1.22K 0.08% 74
2023
Q1 		$296K Buy
6,908
+25
+0.4% +$1.12K 0.08% 75
2022
Q4 		$293K Buy
6,883
+25
+0.4% +$1.06K 0.09% 69
2022
Q3 		$264K Buy
6,858
+32
+0.5% +$1.36K 0.09% 71
2022
Q2 		$271K Buy
6,826
+54
+0.8% +$2.34K 0.09% 75
2022
Q1 		$319K Buy
6,772
+77
+1% +$3.6K 0.11% 73
2021
Q4 		$333K Buy
6,695
+106
+2% +$5.18K 0.1% 76
2021
Q3 		$304K Buy
6,589
+225
+4% +$10.6K 0.1% 73
2021
Q2 		$300K Buy
6,364
+22
+0.3% +$1.04K 0.11% 69
2021
Q1 		$290K Buy
6,342
+441
+7% +$19.4K 0.11% 61
2020
Q4 		$238K Buy
+5,901
New +$219K 0.09% 68

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
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

Sentinel Pension Advisors's SPMD Position: Q2 2026 in Review

Sentinel Pension Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 11% in Q2 2026, selling an estimated $48.8K and leaving 6,076 shares worth $402K. The position accounts for 0.05% of the portfolio, ranked #105.

Sentinel Pension Advisors first reported a position in SPMD in Q4 2020 and has held it in 23 quarters since. The position peaked at $405K in Q1 2026. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Sentinel Pension Advisors held 6,076 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $402K as of Q2 2026.
  • Sentinel Pension Advisors sold 759 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $48.8K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.05% of Sentinel Pension Advisors's portfolio in Q2 2026, its #105 holding.
  • Sentinel Pension Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Sentinel Pension Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $405K in Q1 2026.
  • 840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Sentinel Pension Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.