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

Focus Partners Advisor Solutions’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	$214K	Buy	+3,398	New	+$225K	﹤0.01%	1260
2023 Q1	–	Sell	-57,626	Closed	-$2.45M	–	387
2022 Q4	$2.45M	Buy	57,626 +13,545	+31%	+$575K	0.19%	69
2022 Q3	$1.7M	Buy	+44,081	New	+$1.87M	0.1%	102

Other funds holding SPMD

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Focus Partners Advisor Solutions's SPMD Position: Q3 2026 in Review

Focus Partners Advisor Solutions opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2026: 3,398 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #1260 among its holdings. This is a return to the name: Focus Partners Advisor Solutions previously reported a position in SPMD as recently as Q4 2022.

Focus Partners Advisor Solutions first reported a position in SPMD in Q3 2022 and has held it in 3 quarters since. The position peaked at $2.45M in Q4 2022. 604 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Focus Partners Advisor Solutions held 3,398 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $214K as of Q3 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Focus Partners Advisor Solutions position in Q3 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q3 2026, its #1260 holding.
Focus Partners Advisor Solutions first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2022 and has held it in 3 quarters since.
Focus Partners Advisor Solutions's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.45M in Q4 2022.
604 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q3 2026, filed 10 Nov 2026.