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

UBS AM’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	$1.39M	Hold	20,647	–	–	﹤0.01%	2218
2026 Q1	$1.22M	Buy	20,647 +20,490	+13,051%	+$1.25M	﹤0.01%	2258
2025 Q4	$9.09K	Buy	+157	New	+$9.02K	﹤0.01%	2870
2023 Q4	–	Sell	-110,438	Closed	-$4.84M	–	2599
2023 Q3	$4.84M	Buy	+110,438	New	+$5.08M	﹤0.01%	1215
2019 Q4	–	Sell	-14,961	Closed	-$507K	–	2798
2019 Q3	$507K	Buy	14,961 +9,172	+158%	+$309K	﹤0.01%	2291
2019 Q2	$197K	Buy	+5,789	New	+$195K	﹤0.01%	2550

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

UBS AM's SPMD Position: Q2 2026 in Review

UBS AM held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 20,647 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #2218.

UBS AM first reported a position in SPMD in Q2 2019 and has held it in 6 quarters since. The position peaked at $4.84M in Q3 2023. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

UBS AM held 20,647 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.39M as of Q2 2026.
UBS AM 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 ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2218 holding.
UBS AM first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2019 and has held it in 6 quarters since.
UBS AM's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $4.84M in Q3 2023.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.