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 Q3	$232K	Buy	3,683 +165	+5%	+$10.9K	0.02%	300
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

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Certified Advisory Corp's SPMD Position: Q3 2026 in Review

Certified Advisory Corp increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4.7% in Q3 2026, buying an estimated $10.9K and bringing the position to 3,683 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #300.

Certified Advisory Corp first reported a position in SPMD in Q2 2019 and has held it in 7 quarters since. The position peaked at $238K in Q2 2026. 604 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Certified Advisory Corp held 3,683 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $232K as of Q3 2026.
Certified Advisory Corp bought 165 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $10.9K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.02% of Certified Advisory Corp's portfolio in Q3 2026, its #300 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 7 quarters since.
Certified Advisory Corp's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $238K in Q2 2026.
604 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Certified Advisory Corp's 13F filing for Q3 2026, filed 29 Oct 2026.