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

Verus 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	$7.04M	Buy	104,209 +3,082	+3%	+$198K	0.38%	44
2026 Q1	$5.99M	Buy	101,127 +1,459	+1%	+$88.8K	0.41%	49
2025 Q4	$5.77M	Buy	+99,668	New	+$5.73M	0.38%	48
2020 Q1	$36K	Sell	1,416 -672	-32%	-$22K	0.01%	600
2019 Q4	$76K	Buy	+2,088	New	+$72.8K	0.02%	462

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

Verus Capital Partners's SPMD Position: Q2 2026 in Review

Verus Capital Partners increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3% in Q2 2026, buying an estimated $198K and bringing the position to 104,209 shares worth $7.04M. The position accounts for 0.38% of the portfolio, ranked #44.

Verus Capital Partners first reported a position in SPMD in Q4 2019 and has held it in 5 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Verus Capital Partners held 104,209 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $7.04M as of Q2 2026.
Verus Capital Partners bought 3,082 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $198K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.38% of Verus Capital Partners's portfolio in Q2 2026, its #44 holding.
Verus Capital Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2019 and has held it in 5 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 Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.