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

Signature Estate & Investment 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 		$375K Buy
+5,552
New +$357K 0.01% 501
2025
Q1 		– Sell
-4,300
Closed -$235K – 579
2024
Q4 		$235K Buy
4,300
+88
+2% +$4.95K 0.01% 471
2024
Q3 		$230K Hold
4,212
– – 0.01% 471
2024
Q2 		$216K Buy
+4,212
New +$217K 0.01% 473

Other funds holding SPMD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Signature Estate & Investment Advisors's SPMD Position: Q2 2026 in Review

Signature Estate & Investment Advisors opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026: 5,552 shares worth $375K. The stake represents 0.01% of the portfolio and ranks #501 among its holdings. This is a return to the name: Signature Estate & Investment Advisors previously reported a position in SPMD as recently as Q4 2024.

Signature Estate & Investment Advisors first reported a position in SPMD in Q2 2024 and has held it in 4 quarters since. 494 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Signature Estate & Investment Advisors held 5,552 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $375K as of Q2 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Signature Estate & Investment Advisors position in Q2 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #501 holding.
  • Signature Estate & Investment Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2024 and has held it in 4 quarters since.
  • 494 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.