Certified Advisory Corp’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Certified Advisory Corp’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	$238K	Sell	3,518 -4	-0.1%	-$257	0.02%	293
2026 Q1	$209K	Sell	3,522 -92	-3%	-$5.6K	0.02%	306
2025 Q4	$209K	Buy	+3,614	New	+$208K	0.02%	307
2020 Q1	–	Sell	-1,268	Closed	-$46K	–	828
2019 Q4	$46K	Sell	1,268 -654	-34%	-$22.8K	0.01%	334
2019 Q3	$65K	Hold	1,922	–	–	0.02%	280
2019 Q2	$65K	Buy	+1,922	New	+$64.7K	0.02%	281

Other funds holding SPMD

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

WAP

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

AOI

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Certified Advisory Corp's SPMD Position: Q2 2026 in Review

Certified Advisory Corp reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.11% in Q2 2026, selling an estimated $257 and leaving 3,518 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #293.

Certified Advisory Corp first reported a position in SPMD in Q2 2019 and has held it in 6 quarters since. 308 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Certified Advisory Corp held 3,518 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $238K as of Q2 2026.
Certified Advisory Corp sold 4 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $257.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.02% of Certified Advisory Corp's portfolio in Q2 2026, its #293 holding.
Certified Advisory Corp first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2019 and has held it in 6 quarters since.
308 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.