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Smartleaf Asset Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Smartleaf Asset Management’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 		$229K Hold
3,411
– – 0.01% 774
2026
Q1 		$196K Buy
3,411
+502
+17% +$30.6K 0.01% 794
2025
Q4 		$170K Buy
2,909
+435
+18% +$25K 0.01% 884
2025
Q3 		$141K Buy
2,474
+737
+42% +$41.5K 0.01% 882
2025
Q2 		$94.4K Sell
1,737
-50
-3% -$2.58K 0.01% 888
2025
Q1 		$91.2K Buy
1,787
+565
+46% +$30.8K 0.01% 870
2024
Q4 		$66.7K Sell
1,222
-222
-15% -$12.5K 0.01% 1039
2024
Q3 		$78.9K Buy
1,444
+904
+167% +$47.8K 0.01% 781
2024
Q2 		$27.6K Buy
540
+98
+22% +$5.06K ﹤0.01% 915
2024
Q1 		$23.5K Sell
442
-138
-24% -$6.86K ﹤0.01% 828
2023
Q4 		$28.5K Buy
+580
New +$25.8K 0.01% 619

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

Smartleaf Asset Management's SPMD Position: Q2 2026 in Review

Smartleaf Asset Management held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 3,411 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #774.

Smartleaf Asset Management first reported a position in SPMD in Q4 2023 and has held it in 11 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Smartleaf Asset Management held 3,411 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $229K as of Q2 2026.
  • Smartleaf Asset Management 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 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #774 holding.
  • Smartleaf Asset Management 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.
  • 844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.