Blue Trust Inc’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Blue Trust Inc’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	$3.22K	Buy	51 +9	+21%	+$595	﹤0.01%	1948
2026 Q2	$2.84K	Buy	+42	New	+$2.7K	﹤0.01%	2127
2025 Q3	–	Sell	-305	Closed	-$16.6K	–	2675
2025 Q2	$16.6K	Buy	+305	New	+$15.7K	﹤0.01%	1738
2025 Q1	–	Sell	-256	Closed	-$14K	–	2553
2024 Q4	$14K	Buy	256 +48	+23%	+$2.7K	﹤0.01%	1716
2024 Q3	$10.7K	Buy	+208	New	+$11K	﹤0.01%	2176

Other funds holding SPMD

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Blue Trust Inc's SPMD Position: Q3 2026 in Review

Blue Trust Inc increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 21% in Q3 2026, buying an estimated $595 and bringing the position to 51 shares worth $3.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1948.

Blue Trust Inc first reported a position in SPMD in Q3 2024 and has held it in 5 quarters since. The position peaked at $16.6K in Q2 2025. 249 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Blue Trust Inc held 51 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.22K as of Q3 2026.
Blue Trust Inc bought 9 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $595.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1948 holding.
Blue Trust Inc first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2024 and has held it in 5 quarters since.
Blue Trust Inc's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $16.6K in Q2 2025.
249 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.