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

Canvas Wealth Advisors’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	$330K	Buy	5,070 +955	+23%	+$63.2K	0.04%	179
2026 Q2	$278K	Sell	4,115 -1,084	-21%	-$69.7K	0.04%	200
2026 Q1	$308K	Sell	5,199 -125	-2%	-$7.61K	0.05%	174
2025 Q4	$308K	Sell	5,324 -48	-0.9%	-$2.76K	0.05%	158
2025 Q3	$310K	Sell	5,372 -9,826	-65%	-$554K	0.06%	148
2025 Q2	$856K	Buy	15,198 +5,986	+65%	+$308K	0.17%	79
2025 Q1	$444K	Sell	9,212 -2,710	-23%	-$148K	0.11%	107
2024 Q4	$652K	Sell	11,922 -7,894	-40%	-$444K	0.16%	84
2024 Q3	$1.08M	Sell	19,816 -2,635	-12%	-$139K	0.3%	53
2024 Q2	$1.21M	Buy	22,451 +1,312	+6%	+$67.7K	0.37%	46
2024 Q1	$1.05M	Sell	21,139 -18,104	-46%	-$900K	0.35%	45
2023 Q4	$1.88M	Buy	39,243 +34,020	+651%	+$1.52M	0.68%	31
2023 Q3	$219K	Buy	+5,223	New	+$240K	0.09%	115

Other funds holding SPMD

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

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 Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

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

Canvas Wealth Advisors's SPMD Position: Q3 2026 in Review

Canvas Wealth Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 23% in Q3 2026, buying an estimated $63.2K and bringing the position to 5,070 shares worth $330K. The position accounts for 0.04% of the portfolio, ranked #179.

Canvas Wealth Advisors first reported a position in SPMD in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.88M in Q4 2023. 569 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Canvas Wealth Advisors held 5,070 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $330K as of Q3 2026.
Canvas Wealth Advisors bought 955 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $63.2K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.04% of Canvas Wealth Advisors's portfolio in Q3 2026, its #179 holding.
Canvas Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2023 and has held it in 13 quarters since.
Canvas Wealth Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.88M in Q4 2023.
569 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Canvas Wealth Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.