Texas Permanent School Fund’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Texas Permanent School Fund’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	–	Sell	-521,398	Closed	-$30.9M	–	16
2026 Q1	$30.9M	Sell	521,398 -2,472,885	-83%	-$151M	1.14%	5
2025 Q4	$173M	Buy	2,994,283 +12,240	+0.4%	+$703K	7.93%	3
2025 Q3	$171M	Hold	2,982,043	–	–	5.56%	3
2025 Q2	$162M	Buy	2,982,043 +7,791	+0.3%	+$401K	5.45%	3
2025 Q1	$152M	Hold	2,974,252	–	–	5.42%	3
2024 Q4	$163M	Buy	2,974,252 +1,979,981	+199%	+$111M	9.54%	2
2024 Q3	$54.4M	Buy	+994,271	New	+$52.6M	9.1%	3
2024 Q2	–	Sell	-250,717	Closed	-$13.4M	–	1216
2024 Q1	$13.4M	Sell	250,717 -205,843	-45%	-$10.2M	0.11%	157
2023 Q4	$22.2M	Buy	456,560 +26,344	+6%	+$1.17M	0.19%	79
2023 Q3	$18.8M	Buy	430,216 +37,373	+10%	+$1.72M	0.18%	85
2023 Q2	$18M	Buy	+392,843	New	+$17.2M	0.17%	94

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

Texas Permanent School Fund's SPMD Position: Q2 2026 in Review

Texas Permanent School Fund sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026, closing a stake of 521,398 shares — an estimated $30.9M sold.

Texas Permanent School Fund first reported a position in SPMD in Q2 2023 and held it in 11 quarters. The position peaked at $173M in Q4 2025. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Texas Permanent School Fund reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
Texas Permanent School Fund sold 521,398 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $30.9M.
Texas Permanent School Fund first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2023 and held it in 11 quarters.
Texas Permanent School Fund's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $173M in Q4 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 Texas Permanent School Fund's 13F filing for Q2 2026, filed 23 Jul 2026.