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

Windsor 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 		$10.6M Sell
157,413
-5,165
-3% -$332K 2.76% 9
2026
Q1 		$9.63M Sell
162,578
-5,167
-3% -$315K 2.71% 10
2025
Q4 		$9.71M Sell
167,745
-4,804
-3% -$276K 2.68% 11
2025
Q3 		$9.87M Sell
172,549
-3,807
-2% -$214K 2.72% 11
2025
Q2 		$9.59M Buy
176,356
+775
+0.4% +$39.9K 2.8% 11
2025
Q1 		$8.99M Sell
175,581
-5,550
-3% -$303K 2.76% 10
2024
Q4 		$9.91M Sell
181,131
-4,961
-3% -$279K 2.94% 9
2024
Q3 		$10.2M Sell
186,092
-2,470
-1% -$131K 2.95% 9
2024
Q2 		$9.67M Sell
188,562
-9,070
-5% -$468K 2.99% 9
2024
Q1 		$10.5M Sell
197,632
-5,714
-3% -$284K 3.27% 7
2023
Q4 		$9.91M Sell
203,346
-3,730
-2% -$166K 3.24% 9
2023
Q3 		$9.07M Sell
207,076
-6,507
-3% -$299K 3.14% 10
2023
Q2 		$9.8M Sell
213,583
-3,314
-2% -$145K 3.24% 9
2023
Q1 		$9.53M Sell
216,897
-4,603
-2% -$206K 3.28% 9
2022
Q4 		$9.41M Sell
221,500
-10,367
-4% -$440K 3.43% 8
2022
Q3 		$8.94M Sell
231,867
-5,591
-2% -$237K 3.34% 7
2022
Q2 		$9.42M Sell
237,458
-8,032
-3% -$348K 3.36% 6
2022
Q1 		$11.6M Sell
245,490
-7,717
-3% -$361K 3.6% 5
2021
Q4 		$12.6M Buy
253,207
+4,704
+2% +$230K 3.8% 4
2021
Q3 		$11.5M Buy
248,503
+6,826
+3% +$322K 3.68% 5
2021
Q2 		$11.4M Buy
241,677
+1,750
+0.7% +$83K 3.77% 4
2021
Q1 		$11M Buy
239,927
+3,459
+1% +$152K 3.8% 4
2020
Q4 		$9.55M Buy
236,468
+2,400
+1% +$89K 3.57% 5
2020
Q3 		$7.64M Buy
234,068
+1,400
+0.6% +$46K 3.19% 7
2020
Q2 		$7.27M Buy
232,668
+5,401
+2% +$158K 3.13% 9
2020
Q1 		$5.76M Buy
227,267
+9,415
+4% +$308K 2.91% 11
2019
Q4 		$7.89M Buy
217,852
+19,913
+10% +$694K 3.32% 7
2019
Q3 		$6.71M Buy
197,939
+47,212
+31% +$1.59M 2.99% 9
2019
Q2 		$5.13M Buy
150,727
+50,816
+51% +$1.71M 2.36% 12
2019
Q1 		$3.33M Buy
99,911
+30,076
+43% +$983K 1.57% 18
2018
Q4 		$2.05M Buy
69,835
+14,136
+25% +$460K 1.06% 28
2018
Q3 		$2.01M Buy
55,699
+13,172
+31% +$476K 0.91% 30
2018
Q2 		$1.48M Buy
42,527
+10,472
+33% +$360K 0.69% 38
2018
Q1 		$1.06M Buy
+32,055
New +$1.08M 0.5% 50

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
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

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

Windsor Capital Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3.2% in Q2 2026, selling an estimated $332K and leaving 157,413 shares worth $10.6M. The position accounts for 2.76% of the portfolio, ranked #9.

Windsor Capital Management first reported a position in SPMD in Q1 2018 and has held it in 34 quarters since. The position peaked at $12.6M in Q4 2021. 842 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Windsor Capital Management held 157,413 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $10.6M as of Q2 2026.
  • Windsor Capital Management sold 5,165 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $332K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 2.76% of Windsor Capital Management's portfolio in Q2 2026, its #9 holding.
  • Windsor Capital Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2018 and has held it in 34 quarters since.
  • Windsor Capital Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $12.6M in Q4 2021.
  • 842 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Windsor Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.