Texas Yale Capital Corp’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Texas Yale Capital Corp’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	$515K	Sell	7,625 -225	-3%	-$14.5K	0.01%	377
2026 Q1	$465K	Hold	7,850	–	–	0.01%	377
2025 Q4	$455K	Buy	7,850 +900	+13%	+$51.7K	0.01%	371
2025 Q3	$397K	Sell	6,950 -200	-3%	-$11.3K	0.01%	384
2025 Q2	$389K	Buy	+7,150	New	+$368K	0.01%	365
2020 Q1	–	Sell	-41,356	Closed	-$1.5M	–	440
2019 Q4	$1.5M	Hold	41,356	–	–	0.1%	189
2019 Q3	$1.4M	Hold	41,356	–	–	0.1%	186
2019 Q2	$1.41M	Sell	41,356 -34,602	-46%	-$1.17M	0.11%	186
2019 Q1	$2.53M	Buy	75,958 +37,979	+100%	+$1.24M	0.1%	199
2018 Q4	$1.12M	Buy	+37,979	New	+$1.24M	0.1%	195

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 Yale Capital Corp's SPMD Position: Q2 2026 in Review

Texas Yale Capital Corp reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.9% in Q2 2026, selling an estimated $14.5K and leaving 7,625 shares worth $515K. The position accounts for 0.01% of the portfolio, ranked #377.

Texas Yale Capital Corp first reported a position in SPMD in Q4 2018 and has held it in 10 quarters since. The position peaked at $2.53M in Q1 2019. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Texas Yale Capital Corp held 7,625 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $515K as of Q2 2026.
Texas Yale Capital Corp sold 225 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $14.5K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Texas Yale Capital Corp's portfolio in Q2 2026, its #377 holding.
Texas Yale Capital Corp first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2018 and has held it in 10 quarters since.
Texas Yale Capital Corp's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.53M in Q1 2019.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Texas Yale Capital Corp's 13F filing for Q2 2026, filed 12 Aug 2026.