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

Avior 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 Q2	$19.6M	Buy	290,317 +3,916	+1%	+$252K	0.52%	48
2026 Q1	$17M	Buy	286,401 +11,711	+4%	+$713K	0.48%	49
2025 Q4	$15.9M	Buy	274,690 +26,079	+10%	+$1.5M	0.5%	47
2025 Q3	$14.2M	Buy	248,611 +25,936	+12%	+$1.46M	0.46%	46
2025 Q2	$12.1M	Buy	222,675 +9,651	+5%	+$497K	0.42%	48
2025 Q1	$10.9M	Buy	213,024 +12,327	+6%	+$672K	0.41%	51
2024 Q4	$11M	Buy	200,697 +12,784	+7%	+$719K	0.4%	53
2024 Q3	$10.3M	Buy	187,913 +12,596	+7%	+$666K	0.41%	52
2024 Q2	$8.99M	Buy	175,317 +13,721	+8%	+$708K	0.39%	54
2024 Q1	$8.62M	Buy	161,596 +33,769	+26%	+$1.68M	0.4%	48
2023 Q4	$6.23M	Buy	127,827 +113,256	+777%	+$5.05M	0.38%	58
2023 Q3	$638K	Buy	14,571 +5,826	+67%	+$268K	0.04%	271
2023 Q2	$401K	Sell	8,745 -838	-9%	-$36.6K	0.03%	394
2023 Q1	$421K	Sell	9,583 -136	-1%	-$6.09K	0.03%	394
2022 Q4	$413K	Sell	9,719 -612	-6%	-$26K	0.03%	345
2022 Q3	$398K	Sell	10,331 -261	-2%	-$11.1K	0.03%	323
2022 Q2	$420K	Buy	10,592 +264	+3%	+$11.5K	0.04%	286
2022 Q1	$487K	Sell	10,328 -271	-3%	-$12.7K	0.04%	299
2021 Q4	$527K	Sell	10,599 -591	-5%	-$28.9K	0.04%	320
2021 Q3	$516K	Sell	11,190 -134	-1%	-$6.33K	0.04%	309
2021 Q2	$534K	Sell	11,324 -360	-3%	-$17.1K	0.05%	288
2021 Q1	$534K	Sell	11,684 -2,498	-18%	-$110K	0.06%	286
2020 Q4	$572K	Buy	14,182 +25	+0.2%	+$927	0.07%	241
2020 Q3	$461K	Sell	14,157 -991	-7%	-$32.6K	0.07%	250
2020 Q2	$473K	Buy	15,148 +72	+0.5%	+$2.1K	0.07%	243
2020 Q1	$381K	Buy	15,076 +865	+6%	+$28.3K	0.08%	235
2019 Q4	$514K	Sell	14,211 -1,015	-7%	-$35.4K	0.08%	219
2019 Q3	$516K	Buy	15,226 +3,378	+29%	+$114K	0.09%	215
2019 Q2	$404K	Buy	11,848 +2,445	+26%	+$82.3K	0.07%	247
2019 Q1	$313K	Buy	9,403 +4,109	+78%	+$134K	0.07%	266
2018 Q4	$155K	Buy	5,294 +2,374	+81%	+$77.3K	0.04%	365
2018 Q3	$106K	Buy	2,920 +176	+6%	+$6.37K	0.02%	431
2018 Q2	$96K	Buy	2,744 +994	+57%	+$34.2K	0.02%	444
2018 Q1	$58K	Buy	+1,750	New	+$59K	0.01%	476

Other funds holding SPMD

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

WCM

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

PWG

Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

BFA

Bill Few Associates Pittsburgh, Pennsylvania $468M AUM 25.45% 1-Year Est. Return

MFA

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return