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

Simon Quick 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	$688K	Sell	10,190 -217	-2%	-$14K	0.03%	234
2026 Q1	$616K	Sell	10,407 -13,097	-56%	-$797K	0.03%	228
2025 Q4	$1.36M	Buy	23,504 +26	+0.1%	+$1.49K	0.06%	167
2025 Q3	$1.34M	Buy	+23,478	New	+$1.32M	0.06%	169

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Simon Quick Advisors's SPMD Position: Q2 2026 in Review

Simon Quick Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.1% in Q2 2026, selling an estimated $14K and leaving 10,190 shares worth $688K. The position accounts for 0.03% of the portfolio, ranked #234.

Simon Quick Advisors first reported a position in SPMD in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.36M in Q4 2025. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Simon Quick Advisors held 10,190 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $688K as of Q2 2026.
Simon Quick Advisors sold 217 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $14K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.03% of Simon Quick Advisors's portfolio in Q2 2026, its #234 holding.
Simon Quick Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2025 and has held it in 4 quarters since.
Simon Quick Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.36M in Q4 2025.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.