Tompkins Financial’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Tompkins Financial’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	$139K	Buy	2,052 +795	+63%	+$51.1K	0.01%	240
2026 Q1	$74.4K	Buy	1,257 +406	+48%	+$24.7K	0.01%	286
2025 Q4	$49.3K	Buy	+851	New	+$48.9K	﹤0.01%	307
2025 Q3	–	Sell	-590	Closed	-$32.1K	–	558
2025 Q2	$32.1K	Hold	590	–	–	﹤0.01%	352
2025 Q1	$30.2K	Hold	590	–	–	﹤0.01%	371
2024 Q4	$32.3K	Hold	590	–	–	﹤0.01%	359
2024 Q3	$32.3K	Hold	590	–	–	﹤0.01%	373
2024 Q2	$30.3K	Hold	590	–	–	﹤0.01%	391
2024 Q1	$31.5K	Hold	590	–	–	﹤0.01%	397
2023 Q4	$28.7K	Hold	590	–	–	﹤0.01%	395
2023 Q3	$25.8K	Buy	+590	New	+$27.1K	﹤0.01%	385

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

Tompkins Financial's SPMD Position: Q2 2026 in Review

Tompkins Financial increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 63% in Q2 2026, buying an estimated $51.1K and bringing the position to 2,052 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #240.

Tompkins Financial first reported a position in SPMD in Q3 2023 and has held it in 11 quarters since. 842 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Tompkins Financial held 2,052 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $139K as of Q2 2026.
Tompkins Financial bought 795 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $51.1K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Tompkins Financial's portfolio in Q2 2026, its #240 holding.
Tompkins Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2023 and has held it in 11 quarters since.
842 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.