FCM
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Fell Capital Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Fell Capital Management’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 		$1.2M Sell
19,065
-142
-0.7% -$9.39K 1.03% 31
2026
Q2 		$1.3M Buy
19,207
+1,078
+6% +$69.4K 1.09% 31
2026
Q1 		$1.07M Buy
18,129
+2,714
+18% +$165K 1.02% 32
2025
Q4 		$893K Buy
+15,415
New +$885K 0.87% 37

Other funds holding SPMD

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
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
GI
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

Fell Capital Management's SPMD Position: Q3 2026 in Review

Fell Capital Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.74% in Q3 2026, selling an estimated $9.39K and leaving 19,065 shares worth $1.2M. The position accounts for 1.03% of the portfolio, ranked #31.

Fell Capital Management first reported a position in SPMD in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.3M in Q2 2026. 41 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

  • Fell Capital Management held 19,065 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.2M as of Q3 2026.
  • Fell Capital Management sold 142 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $9.39K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.03% of Fell Capital Management's portfolio in Q3 2026, its #31 holding.
  • Fell Capital Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Fell Capital Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.3M 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 Fell Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.