Sumitomo Mitsui Trust Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Sumitomo Mitsui Trust Group’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	$4.6M	Buy	68,100 +1,200	+2%	+$77.2K	﹤0.01%	735
2026 Q1	$3.96M	Sell	66,900 -6,300	-9%	-$383K	﹤0.01%	733
2025 Q4	$4.24M	Sell	73,200 -20,600	-22%	-$1.18M	﹤0.01%	744
2025 Q3	$5.36M	Sell	93,800 -15,900	-14%	-$896K	﹤0.01%	726
2025 Q2	$5.97M	Buy	109,700 +16,400	+18%	+$845K	﹤0.01%	705
2025 Q1	$4.78M	Buy	93,300 +36,400	+64%	+$1.98M	﹤0.01%	733
2024 Q4	$3.11M	Buy	+56,900	New	+$3.2M	﹤0.01%	782

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

Sumitomo Mitsui Trust Group's SPMD Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.8% in Q2 2026, buying an estimated $77.2K and bringing the position to 68,100 shares worth $4.6M. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Sumitomo Mitsui Trust Group first reported a position in SPMD in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.97M in Q2 2025. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Sumitomo Mitsui Trust Group held 68,100 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $4.6M as of Q2 2026.
Sumitomo Mitsui Trust Group bought 1,200 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $77.2K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #735 holding.
Sumitomo Mitsui Trust Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and has held it in 7 quarters since.
Sumitomo Mitsui Trust Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $5.97M in Q2 2025.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.