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Bill Few Associates’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Bill Few Associates’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 		$6.98M Buy
110,717
+3,613
+3% +$239K 1.44% 13
2026
Q2 		$7.24M Buy
107,104
+2,815
+3% +$181K 1.54% 13
2026
Q1 		$6.18M Buy
104,289
+2,852
+3% +$174K 1.48% 13
2025
Q4 		$5.87M Buy
101,437
+6,142
+6% +$353K 1.44% 13
2025
Q3 		$5.45M Buy
95,295
+2,949
+3% +$166K 1.4% 14
2025
Q2 		$5.02M Buy
92,346
+32,015
+53% +$1.65M 1.42% 16
2025
Q1 		$3.09M Buy
60,331
+1,351
+2% +$73.6K 1.1% 29
2024
Q4 		$3.23M Buy
58,980
+3,987
+7% +$224K 1.13% 27
2024
Q3 		$3.01M Buy
54,993
+4,482
+9% +$237K 1.07% 29
2024
Q2 		$2.59M Buy
50,511
+11,814
+31% +$610K 0.99% 30
2024
Q1 		$2.06M Buy
38,697
+4,498
+13% +$224K 0.84% 32
2023
Q4 		$1.67M Buy
34,199
+14,111
+70% +$629K 0.76% 36
2023
Q3 		$880K Buy
20,088
+2,926
+17% +$135K 0.46% 53
2023
Q2 		$788K Buy
17,162
+3,123
+22% +$136K 0.41% 55
2023
Q1 		$617K Buy
14,039
+7,931
+130% +$355K 0.34% 60
2022
Q4 		$260K Buy
+6,108
New +$259K 0.15% 106

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
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 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

Bill Few Associates's SPMD Position: Q3 2026 in Review

Bill Few Associates increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3.4% in Q3 2026, buying an estimated $239K and bringing the position to 110,717 shares worth $6.98M. The position accounts for 1.44% of the portfolio, ranked #13.

Bill Few Associates first reported a position in SPMD in Q4 2022 and has held it in 16 quarters since. The position peaked at $7.24M in Q2 2026. 41 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

  • Bill Few Associates held 110,717 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $6.98M as of Q3 2026.
  • Bill Few Associates bought 3,613 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $239K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.44% of Bill Few Associates's portfolio in Q3 2026, its #13 holding.
  • Bill Few Associates first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Bill Few Associates's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $7.24M in Q2 2026.
  • 41 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Bill Few Associates's 13F filing for Q3 2026, filed 9 Oct 2026.