Apollon Wealth Management
SPMD icon

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

Apollon 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 		$4.75M Buy
75,385
+3,246
+4% +$215K 0.05% 274
2026
Q2 		$4.87M Buy
72,139
+5,432
+8% +$349K 0.06% 271
2026
Q1 		$3.95M Buy
66,707
+7,410
+12% +$451K 0.06% 253
2025
Q4 		$3.43M Buy
59,297
+5,573
+10% +$320K 0.06% 270
2025
Q3 		$3.07M Buy
53,724
+33,898
+171% +$1.91M 0.05% 286
2025
Q2 		$1.08M Buy
19,826
+11,382
+135% +$586K 0.02% 529
2025
Q1 		$432K Sell
8,444
-156
-2% -$8.5K 0.01% 805
2024
Q4 		$470K Buy
8,600
+2,749
+47% +$155K 0.01% 781
2024
Q3 		$320K Buy
5,851
+155
+3% +$8.2K 0.01% 890
2024
Q2 		$292K Buy
5,696
+919
+19% +$47.4K 0.01% 875
2024
Q1 		$255K Buy
4,777
+33
+0.7% +$1.64K 0.01% 934
2023
Q4 		$231K Buy
+4,744
New +$211K 0.01% 943
2023
Q3 		– Sell
-17,733
Closed -$814K – 987
2023
Q2 		$814K Sell
17,733
-7,951
-31% -$347K 0.04% 452
2023
Q1 		$1.13M Buy
+25,684
New +$1.15M 0.07% 298

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Apollon Wealth Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4.5% in Q3 2026, buying an estimated $215K and bringing the position to 75,385 shares worth $4.75M. The position accounts for 0.05% of the portfolio, ranked #274.

Apollon Wealth Management first reported a position in SPMD in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.87M in Q2 2026. 762 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

  • Apollon Wealth Management held 75,385 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $4.75M as of Q3 2026.
  • Apollon Wealth Management bought 3,246 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $215K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.05% of Apollon Wealth Management's portfolio in Q3 2026, its #274 holding.
  • Apollon Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • Apollon Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $4.87M in Q2 2026.
  • 762 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.