Twin Focus Capital Partners’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Twin Focus Capital Partners’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	$824K	Hold	12,200	–	–	0.08%	96
2026 Q1	$722K	Hold	12,200	–	–	0.08%	104
2025 Q4	$707K	Hold	12,200	–	–	0.08%	106
2025 Q3	$698K	Hold	12,200	–	–	0.09%	102
2025 Q2	$663K	Hold	12,200	–	–	0.09%	94
2025 Q1	$624K	Hold	12,200	–	–	0.1%	95
2024 Q4	$667K	Sell	12,200 -2,200	-15%	-$124K	0.1%	93
2024 Q3	$787K	Hold	14,400	–	–	0.12%	82
2024 Q2	$739K	Hold	14,400	–	–	0.12%	84
2024 Q1	$768K	Hold	14,400	–	–	0.15%	82
2023 Q4	$702K	Hold	14,400	–	–	0.14%	82
2023 Q3	$631K	Hold	14,400	–	–	0.14%	87
2023 Q2	$661K	Hold	14,400	–	–	0.13%	92
2023 Q1	$633K	Hold	14,400	–	–	0.13%	90
2022 Q4	$612K	Sell	14,400 -300	-2%	-$12.7K	0.13%	87
2022 Q3	$567K	Hold	14,700	–	–	0.14%	89
2022 Q2	$583K	Hold	14,700	–	–	0.13%	91
2022 Q1	$693K	Hold	14,700	–	–	0.13%	86
2021 Q4	$731K	Buy	14,700 +300	+2%	+$14.7K	0.15%	80
2021 Q3	$665K	Hold	14,400	–	–	0.16%	78
2021 Q2	$680K	Hold	14,400	–	–	0.16%	78
2021 Q1	$659K	Hold	14,400	–	–	0.19%	70
2020 Q4	$582K	Hold	14,400	–	–	0.18%	72
2020 Q3	$470K	Hold	14,400	–	–	0.17%	71
2020 Q2	$450K	Sell	14,400 -1,100	-7%	-$32.1K	0.18%	75
2020 Q1	$393K	Hold	15,500	–	–	0.18%	81
2019 Q4	$562K	Hold	15,500	–	–	0.18%	86
2019 Q3	$525K	Hold	15,500	–	–	0.21%	75
2019 Q2	$528K	Hold	15,500	–	–	0.22%	71
2019 Q1	$517K	Buy	+15,500	New	+$507K	0.24%	58

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

Twin Focus Capital Partners's SPMD Position: Q2 2026 in Review

Twin Focus Capital Partners held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 12,200 shares worth $824K. The position accounts for 0.08% of the portfolio, ranked #96.

Twin Focus Capital Partners first reported a position in SPMD in Q1 2019 and has held it in 30 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Twin Focus Capital Partners held 12,200 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $824K as of Q2 2026.
Twin Focus Capital Partners left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.08% of Twin Focus Capital Partners's portfolio in Q2 2026, its #96 holding.
Twin Focus Capital Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2019 and has held it in 30 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 Twin Focus Capital Partners's 13F filing for Q2 2026, filed 28 Jul 2026.