UAS
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United Asset Strategies’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

United Asset Strategies’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 		$3.8M Buy
56,282
+3,140
+6% +$202K 0.27% 76
2026
Q1 		$3.15M Sell
53,142
-671
-1% -$40.8K 0.25% 74
2025
Q4 		$3.12M Buy
53,813
+1,215
+2% +$69.8K 0.24% 75
2025
Q3 		$3.01M Sell
52,598
-464
-0.9% -$26.1K 0.24% 73
2025
Q2 		$2.89M Sell
53,062
-5,969
-10% -$307K 0.25% 76
2025
Q1 		$3.02M Sell
59,031
-270
-0.5% -$14.7K 0.28% 72
2024
Q4 		$3.24M Sell
59,301
-6,709
-10% -$378K 0.3% 71
2024
Q3 		$3.61M Buy
66,010
+6,153
+10% +$325K 0.34% 65
2024
Q2 		$3.07M Buy
59,857
+7,934
+15% +$409K 0.3% 70
2024
Q1 		$2.77M Buy
51,923
+9,882
+24% +$491K 0.28% 74
2023
Q4 		$2.05M Sell
42,041
-424
-1% -$18.9K 0.23% 84
2023
Q3 		$1.86M Sell
42,465
-7,625
-15% -$351K 0.24% 87
2023
Q2 		$2.3M Sell
50,090
-415
-0.8% -$18.1K 0.29% 77
2023
Q1 		$2.22M Buy
50,505
+128
+0.3% +$5.73K 0.29% 75
2022
Q4 		$2.14M Buy
50,377
+2,669
+6% +$113K 0.3% 75
2022
Q3 		$1.84M Buy
47,708
+16,089
+51% +$682K 0.28% 78
2022
Q2 		$1.25M Buy
31,619
+15,785
+100% +$685K 0.18% 103
2022
Q1 		$747K Buy
15,834
+718
+5% +$33.6K 0.1% 135
2021
Q4 		$752K Sell
15,116
-7,360
-33% -$360K 0.09% 134
2021
Q3 		$1.04M Sell
22,476
-17,135
-43% -$809K 0.13% 120
2021
Q2 		$1.87M Buy
39,611
+377
+1% +$17.9K 0.25% 78
2021
Q1 		$1.79M Buy
39,234
+1,914
+5% +$84K 0.26% 76
2020
Q4 		$1.51M Buy
37,320
+24,748
+197% +$918K 0.24% 82
2020
Q3 		$410K Buy
12,572
+83
+0.7% +$2.73K 0.08% 149
2020
Q2 		$390K Sell
12,489
-8
-0.1% -$234 0.08% 143
2020
Q1 		$317K Buy
12,497
+234
+2% +$7.65K 0.08% 145
2019
Q4 		$444K Buy
12,263
+2,289
+23% +$79.8K 0.09% 154
2019
Q3 		$338K Sell
9,974
-28,587
-74% -$964K 0.07% 147
2019
Q2 		$1.31M Sell
38,561
-11,505
-23% -$387K 0.3% 82
2019
Q1 		$1.67M Buy
50,066
+41,699
+498% +$1.36M 0.39% 70
2018
Q4 		$246K Sell
8,367
-197
-2% -$6.41K 0.07% 167
2018
Q3 		$310K Buy
8,564
+574
+7% +$20.8K 0.07% 169
2018
Q2 		$279K Buy
7,990
+496
+7% +$17.1K 0.07% 172
2018
Q1 		$249K Buy
7,494
+173
+2% +$5.83K 0.07% 176
2017
Q4 		$244K Buy
+7,321
New +$240K 0.07% 179

Other funds holding SPMD

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

United Asset Strategies's SPMD Position: Q2 2026 in Review

United Asset Strategies increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 5.9% in Q2 2026, buying an estimated $202K and bringing the position to 56,282 shares worth $3.8M. The position accounts for 0.27% of the portfolio, ranked #76.

United Asset Strategies first reported a position in SPMD in Q4 2017 and has held it in 35 quarters since. 281 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • United Asset Strategies held 56,282 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.8M as of Q2 2026.
  • United Asset Strategies bought 3,140 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $202K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.27% of United Asset Strategies's portfolio in Q2 2026, its #76 holding.
  • United Asset Strategies first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2017 and has held it in 35 quarters since.
  • 281 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.