Advisory Solutions Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Advisory Solutions Group’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	$217K	Buy	+3,443	New	+$228K	0.05%	262

Other funds holding SPMD

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

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

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

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

TSG Advice Partners Columbus, Ohio $764M AUM

Advisory Solutions Group's SPMD Position: Q3 2026 in Review

Advisory Solutions Group opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2026: 3,443 shares worth $217K. The stake represents 0.05% of the portfolio and ranks #262 among its holdings.

363 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Advisory Solutions Group held 3,443 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $217K as of Q3 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Advisory Solutions Group position in Q3 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.05% of Advisory Solutions Group's portfolio in Q3 2026, its #262 holding.
363 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.