Saxony Capital Management LLC Takes Position in SPDR Portfolio S&P 400 Mid Cap ETF $SPMD

Posted by Stephan Jacobs on Mar 31st, 2026

Saxony Capital Management LLC purchased a new stake in shares of SPDR Portfolio S&P 400 Mid Cap ETF (NYSEARCA:SPMD – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 20,146 shares of the company’s stock, valued at approximately $1,167,000.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in SPMD. ORG Partners LLC bought a new stake in SPDR Portfolio S&P 400 Mid Cap ETF in the 3rd quarter worth about $25,000. Ballast Advisors LLC bought a new position in shares of SPDR Portfolio S&P 400 Mid Cap ETF during the 3rd quarter worth approximately $26,000. Twin Peaks Wealth Advisors LLC purchased a new position in shares of SPDR Portfolio S&P 400 Mid Cap ETF in the 2nd quarter worth approximately $32,000. Bernard Wealth Management Corp. purchased a new position in shares of SPDR Portfolio S&P 400 Mid Cap ETF in the 3rd quarter worth approximately $32,000. Finally, EverSource Wealth Advisors LLC grew its holdings in shares of SPDR Portfolio S&P 400 Mid Cap ETF by 145.8% in the third quarter. EverSource Wealth Advisors LLC now owns 590 shares of the company’s stock valued at $34,000 after acquiring an additional 350 shares in the last quarter. 61.70% of the stock is currently owned by hedge funds and other institutional investors.

SPDR Portfolio S&P 400 Mid Cap ETF Trading Down 0.8%

Shares of SPMD opened at $57.50 on Tuesday. The company has a market capitalization of $15.09 billion, a price-to-earnings ratio of 4.04 and a beta of 1.07. The stock has a 50 day moving average of $61.03 and a 200 day moving average of $58.98. SPDR Portfolio S&P 400 Mid Cap ETF has a 12 month low of $43.99 and a 12 month high of $63.67.

SPDR Portfolio S&P 400 Mid Cap ETF Profile

(Free Report)

The SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) is an exchange-traded fund that is based on the S&P Mid Cap 400 index. The fund tracks a market cap-weighted index of mid-cap US companies selected by the S&P Committee. SPMD was launched on Nov 8, 2005 and is managed by State Street.