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

Courier Capital’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	$917K	Buy	14,550 +1,208	+9%	+$79.9K	0.05%	232
2026 Q2	$901K	Buy	13,342 +905	+7%	+$58.2K	0.05%	225
2026 Q1	$737K	Buy	12,437 +844	+7%	+$51.4K	0.04%	236
2025 Q4	$671K	Buy	11,593 +346	+3%	+$19.9K	0.04%	238
2025 Q3	$643K	Buy	11,247 +417	+4%	+$23.5K	0.04%	250
2025 Q2	$589K	Buy	10,830 +183	+2%	+$9.42K	0.04%	259
2025 Q1	$545K	Buy	10,647 +2,923	+38%	+$159K	0.04%	261
2024 Q4	$422K	Buy	+7,724	New	+$435K	0.03%	278

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

Courier Capital's SPMD Position: Q3 2026 in Review

Courier Capital increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 9.1% in Q3 2026, buying an estimated $79.9K and bringing the position to 14,550 shares worth $917K. The position accounts for 0.05% of the portfolio, ranked #232.

Courier Capital first reported a position in SPMD in Q4 2024 and has held it in 8 quarters since. 526 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Courier Capital held 14,550 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $917K as of Q3 2026.
Courier Capital bought 1,208 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $79.9K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.05% of Courier Capital's portfolio in Q3 2026, its #232 holding.
Courier Capital first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and has held it in 8 quarters since.
526 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Courier Capital's 13F filing for Q3 2026, filed 13 Oct 2026.