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

Hibernia Wealth Partners’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 Q2	$3.08M	Sell	45,633 -40,792	-47%	-$2.62M	1.67%	11
2026 Q1	$5.12M	Sell	86,425 -1,981	-2%	-$121K	1.51%	11
2025 Q4	$5.12M	Buy	88,406 +43,203	+96%	+$2.48M	1.54%	12
2025 Q3	$2.59M	Sell	45,203 -40,948	-48%	-$2.31M	1.66%	12
2025 Q2	$4.69M	Buy	86,151 +43,066	+100%	+$2.22M	1.51%	12
2025 Q1	$2.21M	Sell	43,085 -1,289	-3%	-$70.3K	1.57%	12
2024 Q4	$2.43M	Sell	44,374 -57,999	-57%	-$3.26M	1.58%	12
2024 Q3	$5.6M	Buy	102,373 +12,723	+14%	+$673K	1.67%	12
2024 Q2	$4.6M	Buy	89,650 +35,226	+65%	+$1.82M	1.6%	13
2024 Q1	$2.9M	Sell	54,424 -4,672	-8%	-$232K	1.97%	11
2023 Q4	$2.88M	Buy	59,096 +18,026	+44%	+$803K	2.16%	10
2023 Q3	$1.8M	Buy	+41,070	New	+$1.89M	1.39%	18

Other funds holding SPMD

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Hibernia Wealth Partners's SPMD Position: Q2 2026 in Review

Hibernia Wealth Partners reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 47% in Q2 2026, selling an estimated $2.62M and leaving 45,633 shares worth $3.08M. The position accounts for 1.67% of the portfolio, ranked #11.

Hibernia Wealth Partners first reported a position in SPMD in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.6M in Q3 2024. 308 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Hibernia Wealth Partners held 45,633 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.08M as of Q2 2026.
Hibernia Wealth Partners sold 40,792 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $2.62M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.67% of Hibernia Wealth Partners's portfolio in Q2 2026, its #11 holding.
Hibernia Wealth Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2023 and has held it in 12 quarters since.
Hibernia Wealth Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $5.6M in Q3 2024.
308 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Hibernia Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.