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

ERn Financial LLC’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 		$770K Buy
12,217
+333
+3% +$22K 0.13% 97
2026
Q2 		$803K Buy
11,884
+200
+2% +$12.9K 0.13% 94
2026
Q1 		$692K Sell
11,684
-1,256
-10% -$76.5K 0.13% 90
2025
Q4 		$749K Sell
12,940
-52
-0.4% -$2.99K 0.14% 88
2025
Q3 		$743K Buy
12,992
+347
+3% +$19.5K 0.15% 83
2025
Q2 		$688K Sell
12,645
-152
-1% -$7.83K 0.15% 85
2025
Q1 		$655K Buy
12,797
+262
+2% +$14.3K 0.1% 119
2024
Q4 		$686K Sell
12,535
-550
-4% -$31K 0.1% 126
2024
Q3 		$715K Sell
13,085
-57
-0.4% -$3.01K 0.11% 123
2024
Q2 		$674K Sell
13,142
-995
-7% -$51.3K 0.11% 120
2024
Q1 		$754K Buy
14,137
+276
+2% +$13.7K 0.13% 109
2023
Q4 		$659K Buy
13,861
+2,245
+19% +$100K 0.12% 107
2023
Q3 		$509K Sell
11,616
-249
-2% -$11.4K 0.11% 118
2023
Q2 		$544K Sell
11,865
-202
-2% -$8.82K 0.11% 118
2023
Q1 		$530K Buy
12,067
+204
+2% +$9.13K 0.12% 115
2022
Q4 		$504K Buy
11,863
+2,077
+21% +$88.2K 0.11% 117
2022
Q3 		$377K Sell
9,786
-679
-6% -$28.8K 0.1% 127
2022
Q2 		$415K Sell
10,465
-1,161
-10% -$50.4K 0.1% 120
2022
Q1 		$548K Buy
11,626
+832
+8% +$38.9K 0.12% 101
2021
Q4 		$537K Buy
10,794
+636
+6% +$31.1K 0.12% 96
2021
Q3 		$469K Sell
10,158
-166
-2% -$7.84K 0.12% 90
2021
Q2 		$487K Sell
10,324
-1,392
-12% -$66.1K 0.17% 64
2021
Q1 		$536K Sell
11,716
-1,946
-14% -$85.4K 0.21% 59
2020
Q4 		$552K Sell
13,662
-7,498
-35% -$278K 0.23% 56
2020
Q3 		$690K Sell
21,160
-299
-1% -$9.8K 0.32% 48
2020
Q2 		$671K Sell
21,459
-65,358
-75% -$1.91M 0.34% 48
2020
Q1 		$2.2M Sell
86,817
-108,052
-55% -$3.53M 1.45% 23
2019
Q4 		$7.06M Buy
194,869
+7,824
+4% +$273K 4.1% 9
2019
Q3 		$6.34M Buy
187,045
+12,425
+7% +$419K 4.52% 8
2019
Q2 		$5.95M Buy
174,620
+4,113
+2% +$139K 4.48% 8
2019
Q1 		$5.84M Buy
170,507
+102,214
+150% +$3.34M 3.52% 9
2018
Q4 		$2.01M Buy
+68,293
New +$2.22M 1.8% 19

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Oarsman Capital
Oarsman Capital Milwaukee, Wisconsin $990M AUM 15.7% 1-Year Est. Return
Vicus Capital
Vicus Capital State College, Pennsylvania $1.58B AUM 16.34% 1-Year Est. Return

ERn Financial LLC's SPMD Position: Q3 2026 in Review

ERn Financial LLC increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.8% in Q3 2026, buying an estimated $22K and bringing the position to 12,217 shares worth $770K. The position accounts for 0.13% of the portfolio, ranked #97.

ERn Financial LLC first reported a position in SPMD in Q4 2018 and has held it in 32 quarters since. The position peaked at $7.06M in Q4 2019. 482 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

  • ERn Financial LLC held 12,217 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $770K as of Q3 2026.
  • ERn Financial LLC bought 333 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $22K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.13% of ERn Financial LLC's portfolio in Q3 2026, its #97 holding.
  • ERn Financial LLC first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2018 and has held it in 32 quarters since.
  • ERn Financial LLC's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $7.06M in Q4 2019.
  • 482 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on ERn Financial LLC's 13F filing for Q3 2026, filed 28 Oct 2026.