1900 Wealth Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

1900 Wealth 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 Q3	$52.3M	Buy	829,178 +54,543	+7%	+$3.61M	2.83%	7
2026 Q2	$52.3M	Buy	774,635 +17,875	+2%	+$1.15M	2.91%	6
2026 Q1	$44.8M	Buy	756,760 +13,055	+2%	+$795K	2.88%	7
2025 Q4	$43.1M	Buy	743,705 +51,897	+8%	+$2.98M	2.76%	7
2025 Q3	$39.6M	Buy	691,808 +65,046	+10%	+$3.66M	2.68%	7
2025 Q2	$34.1M	Buy	626,762 +60,110	+11%	+$3.1M	2.58%	8
2025 Q1	$29M	Buy	566,652 +48,783	+9%	+$2.66M	2.41%	7
2024 Q4	$28.3M	Buy	517,869 +9,553	+2%	+$538K	2.38%	7
2024 Q3	$27.8M	Buy	508,316 +56,954	+13%	+$3.01M	2.38%	8
2024 Q2	$23.2M	Buy	451,362 +36,299	+9%	+$1.87M	2.17%	8
2024 Q1	$22.1M	Buy	415,063 +168,767	+69%	+$8.39M	2.02%	11
2023 Q4	$12M	Buy	246,296 +228,200	+1,261%	+$10.2M	1.1%	19
2023 Q3	$792K	Buy	+18,096	New	+$832K	0.08%	155

Other funds holding SPMD

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

1900 Wealth Management's SPMD Position: Q3 2026 in Review

1900 Wealth Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 7% in Q3 2026, buying an estimated $3.61M and bringing the position to 829,178 shares worth $52.3M. The position accounts for 2.83% of the portfolio, ranked #7.

1900 Wealth Management first reported a position in SPMD in Q3 2023 and has held it in 13 quarters since. The position peaked at $52.3M in Q2 2026. 71 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

1900 Wealth Management held 829,178 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $52.3M as of Q3 2026.
1900 Wealth Management bought 54,543 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $3.61M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 2.83% of 1900 Wealth Management's portfolio in Q3 2026, its #7 holding.
1900 Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2023 and has held it in 13 quarters since.
1900 Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $52.3M in Q2 2026.
71 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on 1900 Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.