Clark Wealth Partners
SPMD icon

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

Clark Wealth Partners’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 		$16.8K Hold
267
– – 0.01% 207
2026
Q2 		$18K Buy
+267
New +$17.2K 0.01% 189
2025
Q3 		– Sell
-4
Closed -$218 – 635
2025
Q2 		$218 Buy
+4
New +$206 ﹤0.01% 510

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Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Clark Wealth Partners's SPMD Position: Q3 2026 in Review

Clark Wealth Partners held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q3 2026 at 267 shares worth $16.8K. The position accounts for 0.01% of the portfolio, ranked #207.

Clark Wealth Partners first reported a position in SPMD in Q2 2025 and has held it in 3 quarters since. The position peaked at $18K in Q2 2026. 762 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

  • Clark Wealth Partners held 267 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $16.8K as of Q3 2026.
  • Clark Wealth Partners left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q3 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Clark Wealth Partners's portfolio in Q3 2026, its #207 holding.
  • Clark Wealth Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2025 and has held it in 3 quarters since.
  • Clark Wealth Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $18K in Q2 2026.
  • 762 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.