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

Arlington Trust’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	$221K	Hold	3,499	–	–	0.02%	146
2026 Q2	$236K	Hold	3,499	–	–	0.02%	106
2026 Q1	$207K	Buy	3,499 +63	+2%	+$3.84K	0.02%	94
2025 Q4	$199K	Hold	3,436	–	–	0.02%	88
2025 Q3	$197K	Hold	3,436	–	–	0.04%	179
2025 Q2	$187K	Hold	3,436	–	–	0.04%	183
2025 Q1	$176K	Hold	3,436	–	–	0.04%	186
2024 Q4	$188K	Sell	3,436 -513	-13%	-$28.9K	0.04%	184
2024 Q3	$216K	Buy	+3,949	New	+$209K	0.05%	158

Other funds holding SPMD

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 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

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

Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Arlington Trust's SPMD Position: Q3 2026 in Review

Arlington Trust held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q3 2026 at 3,499 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #146.

Arlington Trust first reported a position in SPMD in Q3 2024 and has held it in 9 quarters since. The position peaked at $236K in Q2 2026. 249 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Arlington Trust held 3,499 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $221K as of Q3 2026.
Arlington Trust left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.02% of Arlington Trust's portfolio in Q3 2026, its #146 holding.
Arlington Trust first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2024 and has held it in 9 quarters since.
Arlington Trust's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $236K in Q2 2026.
249 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Arlington Trust's 13F filing for Q3 2026, filed 20 Oct 2026.