Eclectic Associates
SPMD icon

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

Eclectic Associates’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 		$264K Sell
4,191
-120
-3% -$7.94K 0.03% 139
2026
Q2 		$291K Sell
4,311
-241
-5% -$15.5K 0.03% 134
2026
Q1 		$270K Buy
4,552
+3
+0.1% +$183 0.04% 134
2025
Q4 		$263K Sell
4,549
-353
-7% -$20.3K 0.04% 125
2025
Q3 		$280K Sell
4,902
-171
-3% -$9.6K 0.05% 108
2025
Q2 		$276K Buy
5,073
+153
+3% +$7.88K 0.06% 109
2025
Q1 		$252K Buy
4,920
+6
+0.1% +$327 0.07% 108
2024
Q4 		$269K Sell
4,914
-605
-11% -$34K 0.08% 108
2024
Q3 		$302K Sell
5,519
-68
-1% -$3.6K 0.12% 86
2024
Q2 		$287K Sell
5,587
-114
-2% -$5.88K 0.13% 77
2024
Q1 		$304K Buy
5,701
+117
+2% +$5.82K 0.14% 72
2023
Q4 		$272K Sell
5,584
-107
-2% -$4.77K 0.13% 73
2023
Q3 		$249K Sell
5,691
-4
-0.1% -$184 0.13% 70
2023
Q2 		$261K Buy
5,695
+7
+0.1% +$306 0.13% 69
2023
Q1 		$250K Sell
5,688
-762
-12% -$34.1K 0.13% 68
2022
Q4 		$274K Buy
6,450
+4
+0.1% +$170 0.13% 66
2022
Q3 		$249K Sell
6,446
-62
-1% -$2.63K 0.16% 58
2022
Q2 		$258K Sell
6,508
-8
-0.1% -$347 0.17% 56
2022
Q1 		$307K Buy
6,516
+20
+0.3% +$935 0.2% 54
2021
Q4 		$323K Sell
6,496
-5
-0.1% -$244 0.21% 57
2021
Q3 		$300K Sell
6,501
-67
-1% -$3.16K 0.22% 54
2021
Q2 		$310K Sell
6,568
-230
-3% -$10.9K 0.23% 51
2021
Q1 		$311K Sell
6,798
-914
-12% -$40.1K 0.26% 50
2020
Q4 		$312K Buy
+7,712
New +$286K 0.3% 47

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Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
RKL Wealth Management
RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MSA
Marathon Strategic Advisors Pittsburgh, Pennsylvania $171M AUM 48.57% 1-Year Est. Return
NPI
New Perspectives Inc Ridgeland, Mississippi $329M AUM 9.94% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Eclectic Associates's SPMD Position: Q3 2026 in Review

Eclectic Associates reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.8% in Q3 2026, selling an estimated $7.94K and leaving 4,191 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #139.

Eclectic Associates first reported a position in SPMD in Q4 2020 and has held it in 24 quarters since. The position peaked at $323K in Q4 2021. 185 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

  • Eclectic Associates held 4,191 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $264K as of Q3 2026.
  • Eclectic Associates sold 120 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $7.94K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.03% of Eclectic Associates's portfolio in Q3 2026, its #139 holding.
  • Eclectic Associates first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • Eclectic Associates's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $323K in Q4 2021.
  • 185 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.