Harbor Asset Planning
SPMD icon

Harbor Asset Planning’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Harbor Asset Planning’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 		$88.6K Hold
1,405
– – 0.07% 154
2026
Q2 		$94.9K Buy
+1,405
New +$90.4K 0.07% 151

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Harbor Asset Planning's SPMD Position: Q3 2026 in Review

Harbor Asset Planning held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q3 2026 at 1,405 shares worth $88.6K. The position accounts for 0.07% of the portfolio, ranked #154.

Harbor Asset Planning first reported a position in SPMD in Q2 2026 and has held it in 2 quarters since. The position peaked at $94.9K in Q2 2026. 762 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

  • Harbor Asset Planning held 1,405 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $88.6K as of Q3 2026.
  • Harbor Asset Planning left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q3 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.07% of Harbor Asset Planning's portfolio in Q3 2026, its #154 holding.
  • Harbor Asset Planning first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • Harbor Asset Planning's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $94.9K in Q2 2026.
  • 762 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.