Apella Capital
SPMD icon

Apella Capital’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Apella Capital’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 		$1.46M Buy
22,871
+2,055
+10% +$136K 0.02% 330
2026
Q2 		$1.38M Sell
20,816
-244
-1% -$15.7K 0.02% 323
2026
Q1 		$1.35M Buy
21,060
+13,247
+170% +$806K 0.02% 319
2025
Q4 		$452K Buy
7,813
+350
+5% +$20.1K 0.01% 373
2025
Q3 		$421K Sell
7,463
-117
-2% -$6.59K 0.01% 354
2025
Q2 		$420K Buy
7,580
+1,480
+24% +$76.2K 0.01% 315
2025
Q1 		$299K Buy
6,100
+11
+0.2% +$600 0.01% 305
2024
Q4 		$333K Sell
6,089
-6
-0.1% -$338 0.01% 278
2024
Q3 		$331K Sell
6,095
-48
-0.8% -$2.54K 0.01% 259
2024
Q2 		$311K Sell
6,143
-1,283
-17% -$66.2K 0.01% 257
2024
Q1 		$391K Buy
7,426
+1,008
+16% +$50.1K 0.02% 214
2023
Q4 		$304K Sell
6,418
-252
-4% -$11.2K 0.02% 239
2023
Q3 		$292K Buy
6,670
+12
+0.2% +$552 0.02% 216
2023
Q2 		$306K Buy
+6,658
New +$291K 0.02% 211
2022
Q4 		$302K Sell
7,108
-808
-10% -$34.3K 0.03% 192
2022
Q3 		$305K Buy
7,916
+3
+0% +$127 0.04% 170
2022
Q2 		$314K Sell
7,913
-1,136
-13% -$49.3K 0.04% 175
2022
Q1 		$427K Sell
9,049
-410
-4% -$19.2K 0.06% 137
2021
Q4 		$470K Sell
9,459
-11,486
-55% -$561K 0.06% 131
2021
Q3 		$967K Buy
20,945
+2,464
+13% +$116K 0.14% 96
2021
Q2 		$872K Buy
+18,481
New +$877K 0.14% 95

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Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
RKL Wealth Management
RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
Atlas Private Wealth Advisors
Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Apella Capital's SPMD Position: Q3 2026 in Review

Apella Capital increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 9.9% in Q3 2026, buying an estimated $136K and bringing the position to 22,871 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #330.

Apella Capital first reported a position in SPMD in Q2 2021 and has held it in 21 quarters since. 249 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

  • Apella Capital held 22,871 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.46M as of Q3 2026.
  • Apella Capital bought 2,055 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $136K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.02% of Apella Capital's portfolio in Q3 2026, its #330 holding.
  • Apella Capital first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • 249 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.