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

SFM LLC’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	$439K	Hold	6,497	–	–	0.23%	49
2026 Q1	$385K	Sell	6,497 -1,000	-13%	-$60.9K	0.23%	49
2025 Q4	$434K	Sell	7,497 -43	-0.6%	-$2.47K	0.25%	49
2025 Q3	$431K	Hold	7,540	–	–	0.25%	45
2025 Q2	$410K	Hold	7,540	–	–	0.26%	46
2025 Q1	$386K	Sell	7,540 -523	-6%	-$28.5K	0.28%	48
2024 Q4	$441K	Hold	8,063	–	–	0.31%	50
2024 Q3	$441K	Sell	8,063 -187	-2%	-$9.89K	0.33%	46
2024 Q2	$423K	Sell	8,250 -158	-2%	-$8.15K	0.32%	46
2024 Q1	$448K	Sell	8,408 -449	-5%	-$22.3K	0.34%	45
2023 Q4	$432K	Buy	+8,857	New	+$395K	0.36%	45

Other funds holding SPMD

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 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

SFM LLC's SPMD Position: Q2 2026 in Review

SFM LLC held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 6,497 shares worth $439K. The position accounts for 0.23% of the portfolio, ranked #49.

SFM LLC first reported a position in SPMD in Q4 2023 and has held it in 11 quarters since. The position peaked at $448K in Q1 2024. 281 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

SFM LLC held 6,497 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $439K as of Q2 2026.
SFM LLC 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 0.23% of SFM LLC's portfolio in Q2 2026, its #49 holding.
SFM LLC first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 11 quarters since.
SFM LLC's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $448K in Q1 2024.
281 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on SFM LLC's 13F filing for Q2 2026, filed 7 Jul 2026.