SP
SPMD icon

Stablepoint Partners’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Stablepoint Partners’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 		$433K Sell
6,409
-15
-0.2% -$965 0.06% 204
2026
Q1 		$380K Sell
6,424
-62
-1% -$3.77K 0.06% 209
2025
Q4 		$376K Sell
6,486
-351
-5% -$20.2K 0.06% 201
2025
Q3 		$391K Hold
6,837
– – 0.06% 201
2025
Q2 		$372K Sell
6,837
-416
-6% -$21.4K 0.06% 202
2025
Q1 		$371K Sell
7,253
-688
-9% -$37.5K 0.07% 201
2024
Q4 		$434K Sell
7,941
-444
-5% -$25K 0.08% 189
2024
Q3 		$458K Sell
8,385
-1,672
-17% -$88.4K 0.08% 184
2024
Q2 		$541K Sell
10,057
-894
-8% -$46.1K 0.1% 167
2024
Q1 		$584K Buy
10,951
+2,141
+24% +$106K 0.12% 163
2023
Q4 		$429K Buy
+8,810
New +$392K 0.11% 170

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

Stablepoint Partners's SPMD Position: Q2 2026 in Review

Stablepoint Partners reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.23% in Q2 2026, selling an estimated $965 and leaving 6,409 shares worth $433K. The position accounts for 0.06% of the portfolio, ranked #204.

Stablepoint Partners first reported a position in SPMD in Q4 2023 and has held it in 11 quarters since. The position peaked at $584K in Q1 2024. 145 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Stablepoint Partners held 6,409 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $433K as of Q2 2026.
  • Stablepoint Partners sold 15 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $965.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.06% of Stablepoint Partners's portfolio in Q2 2026, its #204 holding.
  • Stablepoint Partners 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.
  • Stablepoint Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $584K in Q1 2024.
  • 145 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Stablepoint Partners's 13F filing for Q2 2026, filed 9 Jul 2026.