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

Tandem Investment Partners’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	$3.47M	Buy	51,340 +1,130	+2%	+$72.7K	2.67%	12
2026 Q1	$2.97M	Buy	50,210 +1,115	+2%	+$67.9K	2.52%	14
2025 Q4	$2.84M	Sell	49,095 -330	-0.7%	-$19K	2.4%	16
2025 Q3	$2.83M	Buy	49,425 +110	+0.2%	+$6.2K	2.32%	17
2025 Q2	$2.68M	Buy	49,315 +3,115	+7%	+$160K	2.34%	16
2025 Q1	$2.36M	Buy	+46,200	New	+$2.52M	2.34%	15

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

Tandem Investment Partners's SPMD Position: Q2 2026 in Review

Tandem Investment Partners increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.3% in Q2 2026, buying an estimated $72.7K and bringing the position to 51,340 shares worth $3.47M. The position accounts for 2.67% of the portfolio, ranked #12.

Tandem Investment Partners first reported a position in SPMD in Q1 2025 and has held it in 6 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Tandem Investment Partners held 51,340 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.47M as of Q2 2026.
Tandem Investment Partners bought 1,130 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $72.7K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 2.67% of Tandem Investment Partners's portfolio in Q2 2026, its #12 holding.
Tandem Investment Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2025 and has held it in 6 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 Tandem Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.