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

Essential Partners’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	$27K	Hold	428	–	–	0.01%	816
2026 Q2	$28.9K	Hold	428	–	–	0.01%	776
2026 Q1	$25.3K	Hold	428	–	–	0.01%	840
2025 Q4	$24.8K	Hold	428	–	–	0.01%	830
2025 Q3	$24.5K	Hold	428	–	–	0.01%	828
2025 Q2	$23.3K	Buy	+428	New	+$22K	0.01%	634

Other funds holding SPMD

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NPI

New Perspectives Inc Ridgeland, Mississippi $329M AUM 9.94% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

JTBR

James T. Borello RIA East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return

Essential Partners's SPMD Position: Q3 2026 in Review

Essential Partners held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q3 2026 at 428 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #816.

Essential Partners first reported a position in SPMD in Q2 2025 and has held it in 6 quarters since. The position peaked at $28.9K in Q2 2026. 167 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Essential Partners held 428 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $27K as of Q3 2026.
Essential Partners left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Essential Partners's portfolio in Q3 2026, its #816 holding.
Essential Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2025 and has held it in 6 quarters since.
Essential Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $28.9K in Q2 2026.
167 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.