Founders Financial Securities
SPMD icon

Founders Financial Securities’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Founders Financial Securities’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 		$387K Sell
6,135
-227
-4% -$15K 0.02% 441
2026
Q2 		$430K Sell
6,362
-116
-2% -$7.46K 0.02% 408
2026
Q1 		$401K Sell
6,478
-266
-4% -$16.2K 0.02% 402
2025
Q4 		$391K Buy
+6,744
New +$387K 0.02% 428
2022
Q1 		– Sell
-381,242
Closed -$19M – 280
2021
Q4 		$19M Buy
381,242
+86,592
+29% +$4.23M 3.41% 4
2021
Q3 		$13.6M Sell
294,650
-82
-0% -$3.87K 2.74% 8
2021
Q2 		$13.9M Buy
294,732
+7,217
+3% +$342K 2.76% 6
2021
Q1 		$13.2M Sell
287,515
-22,741
-7% -$998K 3.03% 6
2020
Q4 		$12.5M Buy
310,256
+17,609
+6% +$653K 3% 7
2020
Q3 		$9.5M Buy
292,647
+31,745
+12% +$1.04M 3.04% 10
2020
Q2 		$8.15M Buy
260,902
+231,551
+789% +$6.76M 2.64% 8
2020
Q1 		$743K Buy
+29,351
New +$960K 0.28% 52
2018
Q1 		– Sell
-142,428
Closed -$4.75M – 110
2017
Q4 		$4.75M Buy
+142,428
New +$4.67M 1.58% 21

Other funds holding SPMD

Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
RKL Wealth Management
RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
Atlas Private Wealth Advisors
Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Founders Financial Securities's SPMD Position: Q3 2026 in Review

Founders Financial Securities reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3.6% in Q3 2026, selling an estimated $15K and leaving 6,135 shares worth $387K. The position accounts for 0.02% of the portfolio, ranked #441.

Founders Financial Securities first reported a position in SPMD in Q4 2017 and has held it in 13 quarters since. The position peaked at $19M in Q4 2021. 325 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

  • Founders Financial Securities held 6,135 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $387K as of Q3 2026.
  • Founders Financial Securities sold 227 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $15K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.02% of Founders Financial Securities's portfolio in Q3 2026, its #441 holding.
  • Founders Financial Securities first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2017 and has held it in 13 quarters since.
  • Founders Financial Securities's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $19M in Q4 2021.
  • 325 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Founders Financial Securities's 13F filing for Q3 2026, filed 28 Oct 2026.