SMI Advisory Services’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

SMI Advisory Services’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	$310K	Sell	4,636 -229	-5%	-$14.7K	0.05%	51
2026 Q1	$292K	Sell	4,865 -2,215	-31%	-$135K	0.05%	52
2025 Q4	$430K	Sell	7,080 -637	-8%	-$36.6K	0.07%	41
2025 Q3	$445K	Sell	7,717 -353	-4%	-$19.9K	0.08%	35
2025 Q2	$444K	Sell	8,070 -19	-0.2%	-$979	0.09%	34
2025 Q1	$371K	Sell	8,089 -360	-4%	-$19.6K	0.08%	28
2024 Q4	$462K	Sell	8,449 -421	-5%	-$23.7K	0.11%	41
2024 Q3	$485K	Sell	8,870 -928	-9%	-$49.1K	0.11%	45
2024 Q2	$496K	Sell	9,798 -1,434	-13%	-$74K	0.12%	47
2024 Q1	$592K	Sell	11,232 -1,221	-10%	-$60.7K	0.17%	48
2023 Q4	$596K	Sell	12,453 -1,165	-9%	-$51.9K	0.15%	29
2023 Q3	$583K	Buy	+13,618	New	+$626K	0.21%	28
2023 Q1	$596K	Sell	14,018 -84	-0.6%	-$3.76K	0.2%	28
2022 Q4	$544K	Hold	14,102	–	–	0.18%	30
2022 Q3	$544K	Buy	14,102 +8,917	+172%	+$378K	0.18%	30
2022 Q2	$206K	Sell	5,185 -145	-3%	-$6.29K	0.07%	37
2022 Q1	$251K	Sell	5,330 -223	-4%	-$10.4K	0.09%	33
2021 Q4	$276K	Sell	5,553 -31	-0.6%	-$1.51K	0.11%	31
2021 Q3	$258K	Sell	5,584 -287	-5%	-$13.6K	0.12%	25
2021 Q2	$277K	Sell	5,871 -124	-2%	-$5.88K	0.12%	25
2021 Q1	$274K	Buy	+5,995	New	+$263K	0.12%	26

Other funds holding SPMD

WAP

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 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

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

MSA

Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

SMI Advisory Services's SPMD Position: Q2 2026 in Review

SMI Advisory Services reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4.7% in Q2 2026, selling an estimated $14.7K and leaving 4,636 shares worth $310K. The position accounts for 0.05% of the portfolio, ranked #51.

SMI Advisory Services first reported a position in SPMD in Q1 2021 and has held it in 21 quarters since. The position peaked at $596K in Q4 2023. 145 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

SMI Advisory Services held 4,636 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $310K as of Q2 2026.
SMI Advisory Services sold 229 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $14.7K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.05% of SMI Advisory Services's portfolio in Q2 2026, its #51 holding.
SMI Advisory Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2021 and has held it in 21 quarters since.
SMI Advisory Services's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $596K in Q4 2023.
145 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on SMI Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.