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

Aspire Private 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	$3.25M	Sell	51,532 -242	-0.5%	-$16K	0.67%	36
2026 Q2	$3.5M	Sell	51,774 -1,904	-4%	-$122K	0.72%	37
2026 Q1	$3.18M	Sell	53,678 -268	-0.5%	-$16.3K	0.72%	36
2025 Q4	$3.12M	Buy	53,946 +175	+0.3%	+$10.1K	0.69%	32
2025 Q3	$3.08M	Sell	53,771 -25	-0%	-$1.41K	0.68%	35
2025 Q2	$2.93M	Sell	53,796 -901	-2%	-$46.4K	0.68%	37
2025 Q1	$2.8M	Buy	54,697 +1,792	+3%	+$97.7K	0.7%	35
2024 Q4	$2.89M	Sell	52,905 -4,012	-7%	-$226K	0.72%	34
2024 Q3	$3.11M	Buy	56,917 +377	+0.7%	+$19.9K	0.74%	31
2024 Q2	$2.9M	Buy	56,540 +2,314	+4%	+$119K	0.75%	31
2024 Q1	$2.89M	Sell	54,226 -13,563	-20%	-$675K	0.76%	29
2023 Q4	$3.3M	Sell	67,789 -3,182	-4%	-$142K	0.98%	25
2023 Q3	$3.11M	Sell	70,971 -534	-0.7%	-$24.6K	1.01%	23
2023 Q2	$3.28M	Sell	71,505 -1,160	-2%	-$50.7K	1.04%	25
2023 Q1	$3.19M	Buy	72,665 +6,836	+10%	+$306K	1.06%	26
2022 Q4	$2.8M	Sell	65,829 -1,389	-2%	-$59K	1%	27
2022 Q3	$2.59M	Sell	67,218 -2,609	-4%	-$111K	0.99%	30
2022 Q2	$2.77M	Buy	69,827 +2,656	+4%	+$115K	0.99%	27
2022 Q1	$3.17M	Buy	67,171 +318	+0.5%	+$14.9K	1.01%	28
2021 Q4	$3.32M	Sell	66,853 -324	-0.5%	-$15.8K	1.04%	29
2021 Q3	$3.1M	Sell	67,177 -3,452	-5%	-$163K	1.04%	26
2021 Q2	$3.33M	Buy	70,629 +28,216	+67%	+$1.34M	1.07%	26
2021 Q1	$1.94M	Buy	42,413 +1,449	+4%	+$63.6K	0.68%	31
2020 Q4	$1.66M	Sell	40,964 -6,127	-13%	-$227K	0.63%	35
2020 Q3	$1.54M	Sell	47,091 -6,996	-13%	-$230K	0.63%	32
2020 Q2	$1.69M	Buy	+54,087	New	+$1.58M	0.79%	32

Other funds holding SPMD

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Aspire Private Capital's SPMD Position: Q3 2026 in Review

Aspire Private Capital reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.47% in Q3 2026, selling an estimated $16K and leaving 51,532 shares worth $3.25M. The position accounts for 0.67% of the portfolio, ranked #36.

Aspire Private Capital first reported a position in SPMD in Q2 2020 and has held it in 26 quarters since. The position peaked at $3.5M in Q2 2026. 762 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Aspire Private Capital held 51,532 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.25M as of Q3 2026.
Aspire Private Capital sold 242 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $16K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.67% of Aspire Private Capital's portfolio in Q3 2026, its #36 holding.
Aspire Private Capital first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2020 and has held it in 26 quarters since.
Aspire Private Capital's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $3.5M 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 Aspire Private Capital's 13F filing for Q3 2026, filed 5 Nov 2026.