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

Benchmark Financial’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 		$4.47M Buy
70,857
+2,842
+4% +$188K 3.43% 9
2026
Q2 		$4.6M Sell
68,015
-1,365
-2% -$87.8K 3.75% 9
2026
Q1 		$4.11M Buy
69,380
+6,209
+10% +$378K 3.69% 9
2025
Q4 		$3.66M Buy
+63,171
New +$3.63M 3.65% 9

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Benchmark Financial's SPMD Position: Q3 2026 in Review

Benchmark Financial increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4.2% in Q3 2026, buying an estimated $188K and bringing the position to 70,857 shares worth $4.47M. The position accounts for 3.43% of the portfolio, ranked #9.

Benchmark Financial first reported a position in SPMD in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.6M in Q2 2026. 536 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

  • Benchmark Financial held 70,857 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $4.47M as of Q3 2026.
  • Benchmark Financial bought 2,842 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $188K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 3.43% of Benchmark Financial's portfolio in Q3 2026, its #9 holding.
  • Benchmark Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Benchmark Financial's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $4.6M in Q2 2026.
  • 536 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Benchmark Financial's 13F filing for Q3 2026, filed 16 Oct 2026.