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

Virtue Capital Management’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	$1.98M	Buy	29,308 +4,068	+16%	+$262K	0.26%	80
2026 Q1	$1.45M	Buy	+25,240	New	+$1.54M	0.22%	84
2025 Q2	–	Sell	-5,018	Closed	-$257K	–	457
2025 Q1	$257K	Buy	+5,018	New	+$274K	0.03%	396

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

Virtue Capital Management's SPMD Position: Q2 2026 in Review

Virtue Capital Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 16% in Q2 2026, buying an estimated $262K and bringing the position to 29,308 shares worth $1.98M. The position accounts for 0.26% of the portfolio, ranked #80.

Virtue Capital Management first reported a position in SPMD in Q1 2025 and has held it in 3 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Virtue Capital Management held 29,308 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.98M as of Q2 2026.
Virtue Capital Management bought 4,068 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $262K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.26% of Virtue Capital Management's portfolio in Q2 2026, its #80 holding.
Virtue Capital Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2025 and has held it in 3 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 Virtue Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.