Drucker Wealth 3.0’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Drucker Wealth 3.0’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 Q2	$722K	Sell	10,685 -2,337	-18%	-$150K	0.11%	142
2026 Q1	$771K	Buy	13,022 +313	+2%	+$19.1K	0.13%	125
2025 Q4	$736K	Buy	12,709 +580	+5%	+$33.3K	0.13%	128
2025 Q3	$694K	Sell	12,129 -220	-2%	-$12.4K	0.12%	135
2025 Q2	$689K	Buy	12,349 +1,404	+13%	+$72.3K	0.13%	123
2025 Q1	$560K	Sell	10,945 -2,225	-17%	-$121K	0.12%	104
2024 Q4	$720K	Buy	13,170 +1,623	+14%	+$91.3K	0.17%	96
2024 Q3	$631K	Buy	11,547 +97	+0.8%	+$5.13K	0.15%	99
2024 Q2	$587K	Buy	+11,450	New	+$591K	0.16%	101

Other funds holding SPMD

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

MSA

Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Drucker Wealth 3.0's SPMD Position: Q2 2026 in Review

Drucker Wealth 3.0 reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 18% in Q2 2026, selling an estimated $150K and leaving 10,685 shares worth $722K. The position accounts for 0.11% of the portfolio, ranked #142.

Drucker Wealth 3.0 first reported a position in SPMD in Q2 2024 and has held it in 9 quarters since. The position peaked at $771K in Q1 2026. 145 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Drucker Wealth 3.0 held 10,685 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $722K as of Q2 2026.
Drucker Wealth 3.0 sold 2,337 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $150K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.11% of Drucker Wealth 3.0's portfolio in Q2 2026, its #142 holding.
Drucker Wealth 3.0 first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2024 and has held it in 9 quarters since.
Drucker Wealth 3.0's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $771K in Q1 2026.
145 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.