Diversify Advisory Services’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$919K Buy
14,362
+1,355
+10% +$89.6K 0.01% 684
2026
Q2
$866K Buy
+13,007
New +$837K 0.01% 685
2026
Q1
– Sell
-3,516
Closed -$216K – 765
2025
Q4
$216K Buy
+3,516
New +$202K 0.01% 849
2024
Q4
– Sell
-8,696
Closed -$479K – 682
2024
Q3
$479K Buy
8,696
+1,483
+21% +$78.4K 0.03% 386
2024
Q2
$365K Sell
7,213
-702
-9% -$36.2K 0.02% 452
2024
Q1
$420K Buy
+7,915
New +$394K 0.02% 461

Other funds holding SPMD

Diversify Advisory Services's SPMD Position: Q3 2026 in Review

Diversify Advisory Services increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 10% in Q3 2026, buying an estimated $89.6K and bringing the position to 14,362 shares worth $919K. The position accounts for 0.01% of the portfolio, ranked #684.

Diversify Advisory Services first reported a position in SPMD in Q1 2024 and has held it in 6 quarters since. 204 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

  • Diversify Advisory Services held 14,362 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $919K as of Q3 2026.
  • Diversify Advisory Services bought 1,355 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $89.6K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #684 holding.
  • Diversify Advisory Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2024 and has held it in 6 quarters since.
  • 204 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.