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

Armbruster Capital 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	$1.28M	Buy	20,262 +535	+3%	+$35.4K	0.19%	55
2026 Q2	$1.33M	Sell	19,727 -4,058	-17%	-$261K	0.2%	50
2026 Q1	$1.41M	Buy	23,785 +1,044	+5%	+$63.6K	0.23%	49
2025 Q4	$1.32M	Buy	22,741 +1,726	+8%	+$99.1K	0.22%	51
2025 Q3	$1.2M	Buy	21,015 +4,561	+28%	+$257K	0.2%	54
2025 Q2	$895K	Sell	16,454 -2,296	-12%	-$118K	0.16%	65
2025 Q1	$960K	Buy	18,750 +980	+6%	+$53.4K	0.19%	52
2024 Q4	$972K	Buy	17,770 +2,320	+15%	+$131K	0.2%	53
2024 Q3	$845K	Buy	15,450 +2,445	+19%	+$129K	0.17%	62
2024 Q2	$667K	Buy	+13,005	New	+$671K	0.14%	62

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

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

Marathon Strategic Advisors Pittsburgh, Pennsylvania $171M AUM 48.57% 1-Year Est. Return

Armbruster Capital Management's SPMD Position: Q3 2026 in Review

Armbruster Capital Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.7% in Q3 2026, buying an estimated $35.4K and bringing the position to 20,262 shares worth $1.28M. The position accounts for 0.19% of the portfolio, ranked #55.

Armbruster Capital Management first reported a position in SPMD in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.41M in Q1 2026. 223 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Armbruster Capital Management held 20,262 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.28M as of Q3 2026.
Armbruster Capital Management bought 535 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $35.4K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.19% of Armbruster Capital Management's portfolio in Q3 2026, its #55 holding.
Armbruster Capital Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2024 and has held it in 10 quarters since.
Armbruster Capital Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.41M in Q1 2026.
223 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Armbruster Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.