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

Sollinda Capital 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	$509K	Sell	7,532 -1,455	-16%	-$93.6K	0.11%	48
2026 Q1	$532K	Buy	8,987 +32	+0.4%	+$1.95K	0.13%	47
2025 Q4	$519K	Sell	8,955 -5,870	-40%	-$337K	0.13%	48
2025 Q3	$848K	Sell	14,825 -7,882	-35%	-$444K	0.23%	33
2025 Q2	$1.23M	Sell	22,707 -245,475	-92%	-$12.6M	0.32%	30
2025 Q1	$13.7M	Sell	268,182 -14,278	-5%	-$778K	3.82%	8
2024 Q4	$15.4M	Sell	282,460 -8,278	-3%	-$466K	4.25%	9
2024 Q3	$15.9M	Sell	290,738 -3,471	-1%	-$184K	4.49%	9
2024 Q2	$15.1M	Sell	294,209 -10,639	-3%	-$549K	4.6%	10
2024 Q1	$16.3M	Buy	304,848 +72,674	+31%	+$3.61M	5.08%	6
2023 Q4	$11.3M	Buy	+232,174	New	+$10.3M	3.19%	10

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

Sollinda Capital Management's SPMD Position: Q2 2026 in Review

Sollinda Capital Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 16% in Q2 2026, selling an estimated $93.6K and leaving 7,532 shares worth $509K. The position accounts for 0.11% of the portfolio, ranked #48.

Sollinda Capital Management first reported a position in SPMD in Q4 2023 and has held it in 11 quarters since. The position peaked at $16.3M in Q1 2024. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Sollinda Capital Management held 7,532 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $509K as of Q2 2026.
Sollinda Capital Management sold 1,455 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $93.6K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.11% of Sollinda Capital Management's portfolio in Q2 2026, its #48 holding.
Sollinda Capital 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.
Sollinda Capital Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $16.3M in Q1 2024.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Sollinda Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.