SIC
SPMD icon

Sterling Investment Counsel’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Sterling Investment Counsel’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 		$1M Sell
14,847
-2,173
-13% -$140K 0.24% 72
2026
Q1 		$1.01M Sell
17,020
-2,683
-14% -$163K 0.28% 64
2025
Q4 		$1.14M Buy
19,703
+12
+0.1% +$689 0.33% 55
2025
Q3 		$1.13M Buy
19,691
+472
+2% +$26.6K 0.36% 49
2025
Q2 		$1.05M Buy
19,219
+401
+2% +$20.7K 0.61% 26
2025
Q1 		$963K Sell
18,818
-337
-2% -$18.4K 0.33% 56
2024
Q4 		$1.05M Buy
19,155
+525
+3% +$29.5K 0.69% 26
2024
Q3 		$1.02M Buy
18,630
+3,675
+25% +$194K 0.36% 52
2024
Q2 		$767K Buy
14,955
+666
+5% +$34.4K 0.3% 55
2024
Q1 		$762K Buy
14,289
+1,072
+8% +$53.3K 0.35% 54
2023
Q4 		$644K Buy
13,217
+2,830
+27% +$126K 0.33% 58
2023
Q3 		$455K Sell
10,387
-206
-2% -$9.47K 0.26% 69
2023
Q2 		$486K Buy
10,593
+1,006
+10% +$44K 0.26% 67
2023
Q1 		$421K Buy
9,587
+327
+4% +$14.6K 0.25% 78
2022
Q4 		$394K Buy
9,260
+2,567
+38% +$109K 0.24% 83
2022
Q3 		$258K Buy
6,693
+844
+14% +$35.8K 0.19% 107
2022
Q2 		$232K Buy
5,849
+1,414
+32% +$61.3K 0.18% 128
2022
Q1 		$209K Buy
+4,435
New +$207K 0.14% 139

Other funds holding SPMD

FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Sterling Investment Counsel's SPMD Position: Q2 2026 in Review

Sterling Investment Counsel reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 13% in Q2 2026, selling an estimated $140K and leaving 14,847 shares worth $1M. The position accounts for 0.24% of the portfolio, ranked #72.

Sterling Investment Counsel first reported a position in SPMD in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.14M in Q4 2025. 408 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Sterling Investment Counsel held 14,847 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1M as of Q2 2026.
  • Sterling Investment Counsel sold 2,173 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $140K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.24% of Sterling Investment Counsel's portfolio in Q2 2026, its #72 holding.
  • Sterling Investment Counsel first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • Sterling Investment Counsel's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.14M in Q4 2025.
  • 408 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.