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

DecisionPoint Financial’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	$61.3K	Hold	963	–	–	0.01%	125
2026 Q2	$64.5K	Hold	963	–	–	0.01%	92
2026 Q1	$57K	Buy	963 +211	+28%	+$12.8K	0.01%	84
2025 Q4	$43.5K	Buy	752 +140	+23%	+$8.04K	0.01%	97
2025 Q3	$35.1K	Hold	612	–	–	0.01%	91
2025 Q2	$33.7K	Hold	612	–	–	0.01%	100
2025 Q1	$31.3K	Hold	612	–	–	0.01%	102
2024 Q4	$33.5K	Hold	612	–	–	0.01%	96
2024 Q3	$33.5K	Hold	612	–	–	0.01%	96
2024 Q2	$33.2K	Hold	612	–	–	0.01%	96
2024 Q1	$31.1K	Hold	612	–	–	0.01%	96
2023 Q4	$29.8K	Sell	612 -10	-2%	-$446	0.01%	92
2023 Q3	$27.2K	Buy	+622	New	+$28.6K	0.01%	88

Other funds holding SPMD

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DecisionPoint Financial's SPMD Position: Q3 2026 in Review

DecisionPoint Financial held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q3 2026 at 963 shares worth $61.3K. The position accounts for 0.01% of the portfolio, ranked #125.

DecisionPoint Financial first reported a position in SPMD in Q3 2023 and has held it in 13 quarters since. The position peaked at $64.5K in Q2 2026. 298 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

DecisionPoint Financial held 963 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $61.3K as of Q3 2026.
DecisionPoint Financial 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 DecisionPoint Financial's portfolio in Q3 2026, its #125 holding.
DecisionPoint Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2023 and has held it in 13 quarters since.
DecisionPoint Financial's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $64.5K in Q2 2026.
298 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.