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

Zacks Investment 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	$354K	Buy	5,242 +187	+4%	+$12K	﹤0.01%	564
2026 Q1	$299K	Buy	5,055 +429	+9%	+$26.1K	﹤0.01%	583
2025 Q4	$268K	Sell	4,626 -2,233	-33%	-$128K	﹤0.01%	607
2025 Q3	$392K	Buy	6,859 +2,260	+49%	+$127K	﹤0.01%	532
2025 Q2	$250K	Buy	+4,599	New	+$237K	﹤0.01%	586
2023 Q4	–	Sell	-5,604	Closed	-$245K	–	674
2023 Q3	$245K	Buy	+5,604	New	+$258K	﹤0.01%	543

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

Zacks Investment Management's SPMD Position: Q2 2026 in Review

Zacks Investment Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3.7% in Q2 2026, buying an estimated $12K and bringing the position to 5,242 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Zacks Investment Management first reported a position in SPMD in Q3 2023 and has held it in 6 quarters since. The position peaked at $392K in Q3 2025. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Zacks Investment Management held 5,242 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $354K as of Q2 2026.
Zacks Investment Management bought 187 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $12K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Zacks Investment Management's portfolio in Q2 2026, its #564 holding.
Zacks Investment Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2023 and has held it in 6 quarters since.
Zacks Investment Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $392K in Q3 2025.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.