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World Investment Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

World Investment Advisors’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 		$5.17M Sell
86,560
-251
-0.3% -$16.1K 0.09% 252
2026
Q1 		$5.14M Buy
86,811
+57,518
+196% +$3.5M 0.08% 256
2025
Q4 		$1.7M Buy
29,293
+13,244
+83% +$761K 0.03% 520
2025
Q3 		$918K Buy
16,049
+1,165
+8% +$65.6K 0.02% 589
2025
Q2 		$809K Buy
14,884
+2,751
+23% +$142K 0.02% 576
2025
Q1 		$621K Buy
12,133
+287
+2% +$15.6K 0.02% 631
2024
Q4 		$648K Buy
11,846
+155
+1% +$8.72K 0.02% 586
2024
Q3 		$639K Buy
11,691
+1,681
+17% +$88.9K 0.02% 526
2024
Q2 		$514K Buy
10,010
+4,024
+67% +$208K 0.03% 400
2024
Q1 		$341K Sell
5,986
-353
-6% -$17.6K 0.05% 281
2023
Q4 		$309K Buy
+6,339
New +$282K 0.04% 302

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

World Investment Advisors's SPMD Position: Q2 2026 in Review

World Investment Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.29% in Q2 2026, selling an estimated $16.1K and leaving 86,560 shares worth $5.17M. The position accounts for 0.09% of the portfolio, ranked #252.

World Investment Advisors first reported a position in SPMD in Q4 2023 and has held it in 11 quarters since. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • World Investment Advisors held 86,560 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $5.17M as of Q2 2026.
  • World Investment Advisors sold 251 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $16.1K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.09% of World Investment Advisors's portfolio in Q2 2026, its #252 holding.
  • World Investment Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 840 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.