Towercrest Capital Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Towercrest Capital Management’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	$2.94M	Sell	43,507 -451	-1%	-$29K	0.41%	35
2026 Q1	$2.6M	Buy	43,958 +242	+0.6%	+$14.7K	0.41%	36
2025 Q4	$2.53M	Sell	43,716 -845	-2%	-$48.5K	0.4%	37
2025 Q3	$2.55M	Sell	44,561 -650	-1%	-$36.6K	0.41%	39
2025 Q2	$2.46M	Buy	45,211 +2,340	+5%	+$121K	0.44%	38
2025 Q1	$2.19M	Sell	42,871 -802	-2%	-$43.7K	0.42%	38
2024 Q4	$2.39M	Sell	43,673 -1,441	-3%	-$81.1K	0.39%	40
2024 Q3	$2.47M	Sell	45,114 -2,111	-4%	-$112K	0.4%	40
2024 Q2	$2.42M	Sell	47,225 -841	-2%	-$43.4K	0.4%	39
2024 Q1	$2.56M	Sell	48,066 -1,922	-4%	-$95.6K	0.43%	38
2023 Q4	$2.44M	Buy	49,988 +2,504	+5%	+$112K	0.44%	39
2023 Q3	$2.08M	Sell	47,484 -2,576	-5%	-$118K	0.4%	41
2023 Q2	$2.3M	Buy	50,060 +787	+2%	+$34.4K	0.43%	39
2023 Q1	$2.17M	Sell	49,273 -1,585	-3%	-$70.9K	0.45%	39
2022 Q4	$2.16M	Sell	50,858 -2,649	-5%	-$112K	0.48%	39
2022 Q3	$2.06M	Buy	53,507 +2,672	+5%	+$113K	0.48%	39
2022 Q2	$2.02M	Sell	50,835 -144	-0.3%	-$6.25K	0.45%	39
2022 Q1	$2.4M	Sell	50,979 -2,436	-5%	-$114K	0.47%	36
2021 Q4	$2.66M	Sell	53,415 -1,318	-2%	-$64.4K	0.49%	36
2021 Q3	$2.53M	Buy	54,733 +1,190	+2%	+$56.2K	0.48%	37
2021 Q2	$2.53M	Sell	53,543 -4,964	-8%	-$236K	0.49%	36
2021 Q1	$2.68M	Sell	58,507 -7,253	-11%	-$318K	0.57%	33
2020 Q4	$2.66M	Buy	65,760 +450	+0.7%	+$16.7K	0.6%	33
2020 Q3	$2.13M	Sell	65,310 -8,250	-11%	-$271K	0.52%	34
2020 Q2	$2.3M	Buy	73,560 +15,419	+27%	+$450K	0.6%	33
2020 Q1	$1.47M	Buy	58,141 +5,425	+10%	+$177K	0.44%	36
2019 Q4	$1.91M	Buy	52,716 +286	+0.5%	+$9.97K	0.49%	36
2019 Q3	$1.78M	Buy	52,430 +4,440	+9%	+$150K	0.49%	36
2019 Q2	$1.64M	Sell	47,990 -1,092	-2%	-$36.8K	0.46%	37
2019 Q1	$1.64M	Buy	49,082 +3,356	+7%	+$110K	0.47%	36
2018 Q4	$1.34M	Sell	45,726 -579	-1%	-$18.9K	0.43%	39
2018 Q3	$1.67M	Sell	46,305 -204	-0.4%	-$7.38K	0.49%	40
2018 Q2	$1.62M	Buy	+46,509	New	+$1.6M	0.51%	43

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

Towercrest Capital Management's SPMD Position: Q2 2026 in Review

Towercrest Capital Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1% in Q2 2026, selling an estimated $29K and leaving 43,507 shares worth $2.94M. The position accounts for 0.41% of the portfolio, ranked #35.

Towercrest Capital Management first reported a position in SPMD in Q2 2018 and has held it in 33 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Towercrest Capital Management held 43,507 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.94M as of Q2 2026.
Towercrest Capital Management sold 451 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $29K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.41% of Towercrest Capital Management's portfolio in Q2 2026, its #35 holding.
Towercrest Capital Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2018 and has held it in 33 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 Towercrest Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.