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

Stewardship Advisors’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	$5.6M	Sell	82,890 -115,620	-58%	-$7.44M	1.16%	20
2026 Q1	$11.8M	Buy	198,510 +6,492	+3%	+$395K	2.7%	8
2025 Q4	$11.1M	Buy	192,018 +89,016	+86%	+$5.11M	2.57%	9
2025 Q3	$5.89M	Buy	103,002 +853	+0.8%	+$48.1K	1.39%	20
2025 Q2	$5.55M	Buy	102,149 +890	+0.9%	+$45.8K	1.41%	20
2025 Q1	$5.18M	Buy	101,259 +1,806	+2%	+$98.4K	1.4%	22
2024 Q4	$5.44M	Sell	99,453 -489	-0.5%	-$27.5K	1.51%	16
2024 Q3	$5.46M	Sell	99,942 -39,807	-28%	-$2.1M	1.54%	16
2024 Q2	$7.17M	Buy	139,749 +17,044	+14%	+$879K	2.37%	10
2024 Q1	$6.55M	Buy	+122,705	New	+$6.1M	2.24%	13
2020 Q1	–	Sell	-82,385	Closed	-$2.98M	–	48
2019 Q4	$2.98M	Buy	+82,385	New	+$2.87M	1.88%	21

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

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

Stewardship Advisors's SPMD Position: Q2 2026 in Review

Stewardship Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 58% in Q2 2026, selling an estimated $7.44M and leaving 82,890 shares worth $5.6M. The position accounts for 1.16% of the portfolio, ranked #20.

Stewardship Advisors first reported a position in SPMD in Q4 2019 and has held it in 11 quarters since. The position peaked at $11.8M in Q1 2026. 385 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Stewardship Advisors held 82,890 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $5.6M as of Q2 2026.
Stewardship Advisors sold 115,620 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $7.44M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.16% of Stewardship Advisors's portfolio in Q2 2026, its #20 holding.
Stewardship Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2019 and has held it in 11 quarters since.
Stewardship Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $11.8M in Q1 2026.
385 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.