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

Avidian Wealth Enterprises’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 		$9.37M Buy
+148,661
New +$9.83M 0.26% 65

Other funds holding SPMD

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
TFP
Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Avidian Wealth Enterprises's SPMD Position: Q3 2026 in Review

Avidian Wealth Enterprises opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2026: 148,661 shares worth $9.37M. The stake represents 0.26% of the portfolio and ranks #65 among its holdings.

41 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

  • Avidian Wealth Enterprises held 148,661 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $9.37M as of Q3 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Avidian Wealth Enterprises position in Q3 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.26% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #65 holding.
  • 41 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.