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

Strategic Investment 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 		$149K Sell
2,203
-817
-27% -$52.6K 0.01% 345
2026
Q1 		$179K Buy
+3,020
New +$184K 0.01% 321
2025
Q1 		– Sell
-3,973
Closed -$217K – 252
2024
Q4 		$217K Sell
3,973
-246
-6% -$13.8K 0.02% 228
2024
Q3 		$231K Buy
4,219
+144
+4% +$7.61K 0.03% 228
2024
Q2 		$209K Buy
4,075
+69
+2% +$3.56K 0.03% 231
2024
Q1 		$214K Sell
4,006
-1,459
-27% -$72.6K 0.03% 237
2023
Q4 		$266K Sell
5,465
-582
-10% -$25.9K 0.04% 211
2023
Q3 		$265K Sell
6,047
-396
-6% -$18.2K 0.04% 212
2023
Q2 		$296K Sell
6,443
-438
-6% -$19.1K 0.04% 169
2023
Q1 		$302K Sell
6,881
-155
-2% -$6.94K 0.05% 200
2022
Q4 		$299K Buy
+7,036
New +$299K 0.06% 188
2022
Q3 		– Sell
-8,005
Closed -$318K – 205
2022
Q2 		$318K Sell
8,005
-73
-0.9% -$3.17K 0.06% 175
2022
Q1 		$381K Buy
8,078
+1,577
+24% +$73.7K 0.07% 170
2021
Q4 		$323K Sell
6,501
-610
-9% -$29.8K 0.06% 175
2021
Q3 		$328K Buy
7,111
+1
+0% +$47 0.07% 169
2021
Q2 		$336K Sell
7,110
-657
-8% -$31.2K 0.08% 174
2021
Q1 		$355K Sell
7,767
-548
-7% -$24.1K 0.09% 173
2020
Q4 		$336K Sell
8,315
-1,109
-12% -$41.1K 0.1% 163
2020
Q3 		$307K Sell
9,424
-251
-3% -$8.25K 0.1% 135
2020
Q2 		$302K Buy
+9,675
New +$283K 0.11% 131

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
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

Strategic Investment Advisors's SPMD Position: Q2 2026 in Review

Strategic Investment Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 27% in Q2 2026, selling an estimated $52.6K and leaving 2,203 shares worth $149K. The position accounts for 0.01% of the portfolio, ranked #345.

Strategic Investment Advisors first reported a position in SPMD in Q2 2020 and has held it in 20 quarters since. The position peaked at $381K in Q1 2022. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Strategic Investment Advisors held 2,203 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $149K as of Q2 2026.
  • Strategic Investment Advisors sold 817 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $52.6K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Strategic Investment Advisors's portfolio in Q2 2026, its #345 holding.
  • Strategic Investment Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2020 and has held it in 20 quarters since.
  • Strategic Investment Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $381K in Q1 2022.
  • 844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.