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

Stifel Financial’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	$32.4M	Buy	479,984 +395,073	+465%	+$25.4M	0.03%	509
2026 Q1	$5.03M	Buy	84,911 +7,972	+10%	+$485K	﹤0.01%	1347
2025 Q4	$4.46M	Sell	76,939 -1,793	-2%	-$103K	﹤0.01%	1401
2025 Q3	$4.5M	Buy	78,732 +683	+0.9%	+$38.5K	﹤0.01%	1365
2025 Q2	$4.24M	Buy	78,049 +14,466	+23%	+$745K	﹤0.01%	1341
2025 Q1	$3.25M	Sell	63,583 -3,588	-5%	-$196K	﹤0.01%	1425
2024 Q4	$3.67M	Buy	67,171 +1,903	+3%	+$107K	﹤0.01%	1376
2024 Q3	$3.57M	Sell	65,268 -107	-0.2%	-$5.66K	﹤0.01%	1396
2024 Q2	$3.35M	Buy	65,375 +749	+1%	+$38.6K	﹤0.01%	1374
2024 Q1	$3.45M	Buy	64,626 +8,056	+14%	+$401K	﹤0.01%	1360
2023 Q4	$2.76M	Buy	56,570 +2,261	+4%	+$101K	﹤0.01%	1455
2023 Q3	$2.38M	Buy	54,309 +1,915	+4%	+$88K	﹤0.01%	1468
2023 Q2	$2.4M	Buy	52,394 +47,259	+920%	+$2.06M	﹤0.01%	1492
2023 Q1	$226K	Buy	+5,135	New	+$230K	﹤0.01%	2981
2019 Q3	–	Sell	-17,727	Closed	-$604K	–	2971
2019 Q2	$604K	Sell	17,727 -573	-3%	-$19.3K	﹤0.01%	2114
2019 Q1	$611K	Buy	+18,300	New	+$598K	﹤0.01%	1950

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

Stifel Financial's SPMD Position: Q2 2026 in Review

Stifel Financial increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 465% in Q2 2026, buying an estimated $25.4M and bringing the position to 479,984 shares worth $32.4M. The position accounts for 0.03% of the portfolio, ranked #509.

Stifel Financial first reported a position in SPMD in Q1 2019 and has held it in 16 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Stifel Financial held 479,984 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $32.4M as of Q2 2026.
Stifel Financial bought 395,073 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $25.4M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.03% of Stifel Financial's portfolio in Q2 2026, its #509 holding.
Stifel Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2019 and has held it in 16 quarters since.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.