Farther Finance Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Farther Finance Advisors’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	$59.7M	Buy	947,740 +55,381	+6%	+$3.66M	0.42%	41
2026 Q2	$60.3M	Buy	892,359 +95,342	+12%	+$6.13M	0.47%	35
2026 Q1	$47.6M	Buy	797,017 +127,447	+19%	+$7.76M	0.45%	37
2025 Q4	$38.8M	Buy	669,570 +83,711	+14%	+$4.81M	0.42%	47
2025 Q3	$33.5M	Sell	585,859 -385,262	-40%	-$21.7M	0.51%	38
2025 Q2	$52.8M	Buy	971,121 +550,634	+131%	+$28.4M	1.06%	10
2025 Q1	$21.6M	Buy	420,487 +107,824	+34%	+$5.88M	0.55%	28
2024 Q4	$17.1M	Buy	312,663 +77,100	+33%	+$4.34M	0.62%	27
2024 Q3	$12.9M	Buy	235,563 +72,988	+45%	+$3.86M	0.48%	34
2024 Q2	$8.27M	Buy	162,575 +85,419	+111%	+$4.41M	0.4%	42
2024 Q1	$4.09M	Buy	77,156 +25,695	+50%	+$1.28M	0.25%	79
2023 Q4	$2.51M	Buy	51,461 +26,235	+104%	+$1.17M	0.18%	105
2023 Q3	$1.1M	Buy	25,226 +5,687	+29%	+$261K	0.17%	106
2023 Q2	$897K	Buy	19,539 +17,351	+793%	+$758K	0.2%	99
2023 Q1	$96.1K	Buy	+2,188	New	+$97.9K	0.03%	416

Other funds holding SPMD

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

BFA

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

TFP

Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return

PRTG

Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Farther Finance Advisors's SPMD Position: Q3 2026 in Review

Farther Finance Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 6.2% in Q3 2026, buying an estimated $3.66M and bringing the position to 947,740 shares worth $59.7M. The position accounts for 0.42% of the portfolio, ranked #41.

Farther Finance Advisors first reported a position in SPMD in Q1 2023 and has held it in 15 quarters since. The position peaked at $60.3M in Q2 2026. 41 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Farther Finance Advisors held 947,740 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $59.7M as of Q3 2026.
Farther Finance Advisors bought 55,381 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $3.66M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.42% of Farther Finance Advisors's portfolio in Q3 2026, its #41 holding.
Farther Finance Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2023 and has held it in 15 quarters since.
Farther Finance Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $60.3M in Q2 2026.
41 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.