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

Carolina 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 Q2	$4.73K	Hold	70	–	–	﹤0.01%	243
2026 Q1	$4.14K	Hold	70	–	–	﹤0.01%	245
2025 Q4	$4.05K	Hold	70	–	–	﹤0.01%	212
2025 Q3	$4K	Hold	70	–	–	﹤0.01%	193
2025 Q2	$3.81K	Hold	70	–	–	﹤0.01%	199
2025 Q1	$3.58K	Hold	70	–	–	﹤0.01%	208
2024 Q4	$3.83K	Hold	70	–	–	﹤0.01%	213
2024 Q3	$3.83K	Sell	70 -600	-90%	-$31.7K	﹤0.01%	249
2024 Q2	$34.4K	Hold	670	–	–	0.02%	108
2024 Q1	$35.7K	Hold	670	–	–	0.02%	116
2023 Q4	$32.6K	Hold	670	–	–	0.02%	125
2023 Q3	$29.3K	Hold	670	–	–	0.02%	134
2023 Q2	$30.7K	Sell	670 -200	-23%	-$8.74K	0.02%	117
2023 Q1	$38.2K	Hold	870	–	–	0.02%	116
2022 Q4	$37K	Buy	870 +100	+13%	+$4.25K	0.02%	108
2022 Q3	$30K	Hold	770	–	–	0.02%	113
2022 Q2	$31K	Buy	770 +200	+35%	+$8.68K	0.02%	131
2022 Q1	$27K	Hold	570	–	–	0.02%	144
2021 Q4	$28K	Hold	570	–	–	0.02%	156
2021 Q3	$26K	Hold	570	–	–	0.02%	151
2021 Q2	$27K	Hold	570	–	–	0.02%	153
2021 Q1	$26K	Hold	570	–	–	0.02%	160
2020 Q4	$23K	Hold	570	–	–	0.02%	112
2020 Q3	$19K	Hold	570	–	–	0.02%	105
2020 Q2	$18K	Hold	570	–	–	0.02%	94
2020 Q1	$14K	Sell	570 -340	-37%	-$11.1K	0.02%	98
2019 Q4	$33K	Buy	+910	New	+$31.7K	0.03%	76

Other funds holding SPMD

WAP

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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

MSA

Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Carolina Wealth Advisors's SPMD Position: Q2 2026 in Review

Carolina Wealth Advisors held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 70 shares worth $4.73K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

Carolina Wealth Advisors first reported a position in SPMD in Q4 2019 and has held it in 27 quarters since. The position peaked at $38.2K in Q1 2023. 145 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Carolina Wealth Advisors held 70 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $4.73K as of Q2 2026.
Carolina Wealth Advisors left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #243 holding.
Carolina Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2019 and has held it in 27 quarters since.
Carolina Wealth Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $38.2K in Q1 2023.
145 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.