CoreCap Advisors
SPMD icon

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

CoreCap 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 		$1.54M Sell
24,507
-255
-1% -$16.9K 0.04% 291
2026
Q2 		$1.67M Buy
24,762
+7
+0% +$450 0.05% 281
2026
Q1 		$1.47M Buy
24,755
+324
+1% +$19.7K 0.05% 292
2025
Q4 		$1.41M Buy
24,431
+1,395
+6% +$80.1K 0.05% 309
2025
Q3 		$1.32M Sell
23,036
-696
-3% -$39.2K 0.05% 315
2025
Q2 		$1.29M Buy
23,732
+2,865
+14% +$148K 0.05% 292
2025
Q1 		$1.07M Buy
20,867
+582
+3% +$31.7K 0.05% 315
2024
Q4 		$1.11M Buy
20,285
+81
+0.4% +$4.56K 0.05% 316
2024
Q3 		$1.1M Buy
20,204
+39
+0.2% +$2.06K 0.05% 303
2024
Q2 		$1.03M Sell
20,165
-371
-2% -$19.1K 0.11% 157
2024
Q1 		$1.1M Buy
+20,536
New +$1.02M 0.06% 285
2022
Q4 		$1.47M Buy
34,532
+4,250
+14% +$180K 0.1% 185
2022
Q3 		$1.17M Buy
30,282
+22,371
+283% +$949K 0.1% 198
2022
Q2 		$314K Sell
7,911
-42
-0.5% -$1.82K 0.02% 418
2022
Q1 		$375K Buy
7,953
+1,726
+28% +$80.7K 0.03% 367
2021
Q4 		$310K Buy
+6,227
New +$304K 0.02% 438

Other funds holding SPMD

Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
RKL Wealth Management
RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Marathon Strategic Advisors
Marathon Strategic Advisors Pittsburgh, Pennsylvania $171M AUM 48.57% 1-Year Est. Return

CoreCap Advisors's SPMD Position: Q3 2026 in Review

CoreCap Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1% in Q3 2026, selling an estimated $16.9K and leaving 24,507 shares worth $1.54M. The position accounts for 0.04% of the portfolio, ranked #291.

CoreCap Advisors first reported a position in SPMD in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.67M in Q2 2026. 204 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

  • CoreCap Advisors held 24,507 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.54M as of Q3 2026.
  • CoreCap Advisors sold 255 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $16.9K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.04% of CoreCap Advisors's portfolio in Q3 2026, its #291 holding.
  • CoreCap Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and has held it in 16 quarters since.
  • CoreCap Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.67M in Q2 2026.
  • 204 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.