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

Claro 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	$531K	Buy	8,417 +65	+0.8%	+$4.3K	0.05%	276
2026 Q2	$564K	Sell	8,352 -201	-2%	-$12.9K	0.06%	251
2026 Q1	$507K	Buy	8,553 +253	+3%	+$15.4K	0.06%	235
2025 Q4	$481K	Sell	8,300 -76	-0.9%	-$4.37K	0.07%	229
2025 Q3	$479K	Sell	8,376 -492	-6%	-$27.7K	0.07%	229
2025 Q2	$482K	Buy	8,868 +887	+11%	+$45.7K	0.08%	210
2025 Q1	$408K	Buy	7,981 +1,341	+20%	+$73.1K	0.05%	313
2024 Q4	$363K	Buy	6,640 +931	+16%	+$52.4K	0.05%	310
2024 Q3	$312K	Buy	5,709 +111	+2%	+$5.87K	0.04%	367
2024 Q2	$287K	Buy	5,598 +50	+0.9%	+$2.58K	0.04%	334
2024 Q1	$296K	Buy	5,548 +18	+0.3%	+$895	0.05%	326
2023 Q4	$269K	Buy	+5,530	New	+$246K	0.06%	304

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

Claro Advisors's SPMD Position: Q3 2026 in Review

Claro Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.78% in Q3 2026, buying an estimated $4.3K and bringing the position to 8,417 shares worth $531K. The position accounts for 0.05% of the portfolio, ranked #276.

Claro Advisors first reported a position in SPMD in Q4 2023 and has held it in 12 quarters since. The position peaked at $564K in Q2 2026. 569 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Claro Advisors held 8,417 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $531K as of Q3 2026.
Claro Advisors bought 65 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $4.3K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.05% of Claro Advisors's portfolio in Q3 2026, its #276 holding.
Claro Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 12 quarters since.
Claro Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $564K in Q2 2026.
569 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

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