Vestmark Advisory Solutions’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Vestmark Advisory Solutions’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	$3.39M	Hold	50,206	–	–	0.03%	506
2026 Q1	$2.97M	Buy	50,206 +3,029	+6%	+$184K	0.03%	486
2025 Q4	$2.73M	Buy	47,177 +2,935	+7%	+$169K	0.04%	483
2025 Q3	$2.53M	Sell	44,242 -12,102	-21%	-$682K	0.05%	362
2025 Q2	$3.06M	Buy	56,344 +33,969	+152%	+$1.75M	0.04%	297
2025 Q1	$1.15M	Buy	+22,375	New	+$1.22M	0.03%	378
2024 Q2	–	Sell	-100,104	Closed	-$5.34M	–	559
2024 Q1	$5.34M	Buy	+100,104	New	+$4.98M	0.23%	102
2019 Q2	–	Sell	-6,184	Closed	-$206K	–	565
2019 Q1	$206K	Buy	+6,184	New	+$202K	0.04%	496

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

Vestmark Advisory Solutions's SPMD Position: Q2 2026 in Review

Vestmark Advisory Solutions held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 50,206 shares worth $3.39M. The position accounts for 0.03% of the portfolio, ranked #506.

Vestmark Advisory Solutions first reported a position in SPMD in Q1 2019 and has held it in 8 quarters since. The position peaked at $5.34M in Q1 2024. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Vestmark Advisory Solutions held 50,206 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.39M as of Q2 2026.
Vestmark Advisory Solutions 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 0.03% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #506 holding.
Vestmark Advisory Solutions first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2019 and has held it in 8 quarters since.
Vestmark Advisory Solutions's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $5.34M in Q1 2024.
840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.