Fiduciary Alliance
SPMD icon

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

Fiduciary Alliance’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 		$700K Sell
11,109
-211
-2% -$14K 0.05% 272
2026
Q2 		$765K Buy
11,320
+256
+2% +$16.5K 0.05% 306
2026
Q1 		$692K Buy
11,064
+1,561
+16% +$95K 0.04% 316
2025
Q4 		$550K Buy
9,503
+2,878
+43% +$165K 0.04% 326
2025
Q3 		$379K Buy
6,625
+2,025
+44% +$114K 0.03% 378
2025
Q2 		$250K Buy
+4,600
New +$237K 0.02% 425

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Peterson Wealth Advisors
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Wealth Enhancement Advisory Services
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Marathon Strategic Advisors
Marathon Strategic Advisors Pittsburgh, Pennsylvania $171M AUM 48.57% 1-Year Est. Return

Fiduciary Alliance's SPMD Position: Q3 2026 in Review

Fiduciary Alliance reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.9% in Q3 2026, selling an estimated $14K and leaving 11,109 shares worth $700K. The position accounts for 0.05% of the portfolio, ranked #272.

Fiduciary Alliance first reported a position in SPMD in Q2 2025 and has held it in 6 quarters since. The position peaked at $765K in Q2 2026. 204 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

  • Fiduciary Alliance held 11,109 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $700K as of Q3 2026.
  • Fiduciary Alliance sold 211 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $14K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.05% of Fiduciary Alliance's portfolio in Q3 2026, its #272 holding.
  • Fiduciary Alliance 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.
  • Fiduciary Alliance's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $765K in Q2 2026.
  • 204 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.