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

Tradewinds 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	$5.26M	Buy	77,891 +6,868	+10%	+$442K	0.94%	19
2026 Q1	$4.21M	Buy	71,023 +6,858	+11%	+$417K	0.84%	19
2025 Q4	$3.72M	Buy	64,165 +7,831	+14%	+$450K	0.78%	17
2025 Q3	$3.22M	Buy	56,334 +2,693	+5%	+$152K	0.72%	21
2025 Q2	$2.92M	Buy	53,641 +10,097	+23%	+$520K	0.73%	20
2025 Q1	$2.23M	Buy	43,544 +41,482	+2,012%	+$2.26M	0.6%	22
2024 Q4	$113K	Buy	+2,062	New	+$116K	0.03%	143
2021 Q3	–	Sell	-9	Closed	–	–	801
2021 Q2	$0	Hold	9	–	–	﹤0.01%	817
2021 Q1	$0	Buy	+9	New	+$395	﹤0.01%	783

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

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

Tradewinds Capital Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 9.7% in Q2 2026, buying an estimated $442K and bringing the position to 77,891 shares worth $5.26M. The position accounts for 0.94% of the portfolio, ranked #19.

Tradewinds Capital Management first reported a position in SPMD in Q1 2021 and has held it in 9 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Tradewinds Capital Management held 77,891 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $5.26M as of Q2 2026.
Tradewinds Capital Management bought 6,868 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $442K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.94% of Tradewinds Capital Management's portfolio in Q2 2026, its #19 holding.
Tradewinds Capital Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2021 and has held it in 9 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 Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.