Gilpin Wealth Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Gilpin Wealth 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	$609K	Sell	9,666 -325	-3%	-$21.5K	0.41%	66
2026 Q2	$675K	Sell	9,991 -39	-0.4%	-$2.51K	0.47%	59
2026 Q1	$594K	Sell	10,030 -309	-3%	-$18.8K	0.47%	63
2025 Q4	$599K	Buy	+10,339	New	+$594K	0.47%	63

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

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

Gilpin Wealth Management's SPMD Position: Q3 2026 in Review

Gilpin Wealth Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3.3% in Q3 2026, selling an estimated $21.5K and leaving 9,666 shares worth $609K. The position accounts for 0.41% of the portfolio, ranked #66.

Gilpin Wealth Management first reported a position in SPMD in Q4 2025 and has held it in 4 quarters since. The position peaked at $675K in Q2 2026. 41 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Gilpin Wealth Management held 9,666 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $609K as of Q3 2026.
Gilpin Wealth Management sold 325 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $21.5K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.41% of Gilpin Wealth Management's portfolio in Q3 2026, its #66 holding.
Gilpin Wealth 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.
Gilpin Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $675K 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 Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.