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

Delta Wealth 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	$1.61M	Buy	25,553 +929	+4%	+$61.4K	1.11%	22
2026 Q2	$1.66M	Buy	24,624 +2,448	+11%	+$157K	1.19%	20
2026 Q1	$1.31M	Buy	22,176 +848	+4%	+$51.6K	1%	21
2025 Q4	$1.24M	Buy	21,328 +14	+0.1%	+$804	1.03%	21
2025 Q3	$1.22M	Sell	21,314 -1,270	-6%	-$71.6K	0.95%	19
2025 Q2	$1.23M	Buy	22,584 +41	+0.2%	+$2.11K	1.03%	17
2025 Q1	$1.15M	Buy	22,543 +3,612	+19%	+$197K	1.05%	17
2024 Q4	$1.04M	Sell	18,931 -480	-2%	-$27K	0.98%	17
2024 Q3	$1.06M	Buy	19,411 +47	+0.2%	+$2.48K	1.02%	18
2024 Q2	$993K	Sell	19,364 -1,447	-7%	-$74.7K	0.97%	20
2024 Q1	$1.11M	Buy	+20,811	New	+$1.04M	1.15%	22

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

Delta Wealth Advisors's SPMD Position: Q3 2026 in Review

Delta Wealth Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3.8% in Q3 2026, buying an estimated $61.4K and bringing the position to 25,553 shares worth $1.61M. The position accounts for 1.11% of the portfolio, ranked #22.

Delta Wealth Advisors first reported a position in SPMD in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.66M in Q2 2026. 297 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Delta Wealth Advisors held 25,553 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.61M as of Q3 2026.
Delta Wealth Advisors bought 929 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $61.4K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.11% of Delta Wealth Advisors's portfolio in Q3 2026, its #22 holding.
Delta Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2024 and has held it in 11 quarters since.
Delta Wealth Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.66M in Q2 2026.
297 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Delta Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.