Global Financial Private Client’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.14M Buy
18,095
+926
+5% +$61.2K 0.31% 95
2026
Q2
$1.16M Buy
17,169
+1,372
+9% +$88.3K 0.31% 94
2026
Q1
$935K Buy
15,797
+1,107
+8% +$67.4K 0.31% 98
2025
Q4
$851K Buy
14,690
+654
+5% +$37.6K 0.3% 99
2025
Q3
$803K Buy
14,036
+1,840
+15% +$104K 0.29% 105
2025
Q2
$663K Buy
12,196
+1,431
+13% +$73.7K 0.25% 112
2025
Q1
$551K Buy
10,765
+243
+2% +$13.2K 0.21% 117
2024
Q4
$575K Buy
10,522
+189
+2% +$10.6K 0.22% 119
2024
Q3
$565K Buy
10,333
+188
+2% +$9.9K 0.22% 115
2024
Q2
$520K Buy
10,145
+244
+2% +$12.6K 0.22% 112
2024
Q1
$525K Buy
9,901
+70
+0.7% +$3.48K 0.23% 112
2023
Q4
$479K Buy
9,831
+3,307
+51% +$147K 0.22% 116
2023
Q3
$282K Buy
6,524
+907
+16% +$41.7K 0.15% 142
2023
Q2
$259K Buy
5,617
+333
+6% +$14.5K 0.13% 158
2023
Q1
$232K Buy
5,284
+288
+6% +$12.9K 0.12% 147
2022
Q4
$212K Buy
4,996
+2,127
+74% +$90.3K 0.12% 138
2022
Q3
$114K Buy
2,869
+759
+36% +$32.2K 0.07% 188
2022
Q2
$84.8K Buy
2,110
+1,578
+297% +$68.4K 0.05% 204
2022
Q1
$25.2K Buy
+532
New +$24.9K 0.01% 331
2020
Q3
– Sell
-3,429
Closed -$106K – 514
2020
Q2
$106K Buy
+3,429
New +$100K 0.09% 146

Other funds holding SPMD

Global Financial Private Client's SPMD Position: Q3 2026 in Review

Global Financial Private Client increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 5.4% in Q3 2026, buying an estimated $61.2K and bringing the position to 18,095 shares worth $1.14M. The position accounts for 0.31% of the portfolio, ranked #95.

Global Financial Private Client first reported a position in SPMD in Q2 2020 and has held it in 20 quarters since. The position peaked at $1.16M in Q2 2026. 347 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

  • Global Financial Private Client held 18,095 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.14M as of Q3 2026.
  • Global Financial Private Client bought 926 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $61.2K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.31% of Global Financial Private Client's portfolio in Q3 2026, its #95 holding.
  • Global Financial Private Client first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2020 and has held it in 20 quarters since.
  • Global Financial Private Client's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.16M in Q2 2026.
  • 347 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Global Financial Private Client's 13F filing for Q3 2026, filed 15 Oct 2026.