DI
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Decision Investments’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Decision Investments’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 		$303K Hold
4,810
– – 0.27% 69
2026
Q2 		$325K Hold
4,810
– – 0.3% 65
2026
Q1 		$285K Sell
4,810
-300
-6% -$18.3K 0.32% 63
2025
Q4 		$296K Buy
+5,110
New +$294K 0.32% 58

Other funds holding SPMD

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
TFP
Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

Decision Investments's SPMD Position: Q3 2026 in Review

Decision Investments held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q3 2026 at 4,810 shares worth $303K. The position accounts for 0.27% of the portfolio, ranked #69.

Decision Investments first reported a position in SPMD in Q4 2025 and has held it in 4 quarters since. The position peaked at $325K in Q2 2026. 41 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

  • Decision Investments held 4,810 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $303K as of Q3 2026.
  • Decision Investments 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 0.27% of Decision Investments's portfolio in Q3 2026, its #69 holding.
  • Decision Investments first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Decision Investments's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $325K in Q2 2026.
  • 41 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Decision Investments's 13F filing for Q3 2026, filed 7 Oct 2026.