Hobbs Group Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Hobbs Group Advisors’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	$1.05M	Buy	16,698 +1	+0%	+$66	0.26%	66
2026 Q2	$1.13M	Buy	16,697 +1	+0%	+$64	0.3%	58
2026 Q1	$989K	Sell	16,696 -9	-0.1%	-$548	0.3%	60
2025 Q4	$967K	Sell	16,705 -1,200	-7%	-$68.9K	0.29%	61
2025 Q3	$1.02M	Buy	17,905 +1	+0%	+$56	0.32%	58
2025 Q2	$974K	Sell	17,904 -71	-0.4%	-$3.66K	0.33%	55
2025 Q1	$920K	Sell	17,975 -167	-0.9%	-$9.1K	0.35%	56
2024 Q4	$992K	Buy	18,142 +8	+0%	+$450	0.37%	51
2024 Q3	$992K	Sell	18,134 -2,054	-10%	-$109K	0.36%	51
2024 Q2	$1.04M	Buy	+20,188	New	+$1.04M	0.39%	45
2023 Q4	$1.22M	Buy	+25,024	New	+$1.11M	0.54%	32

Other funds holding SPMD

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Hobbs Group Advisors's SPMD Position: Q3 2026 in Review

Hobbs Group Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.01% in Q3 2026, buying an estimated $66 and bringing the position to 16,698 shares worth $1.05M. The position accounts for 0.26% of the portfolio, ranked #66.

Hobbs Group Advisors first reported a position in SPMD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.22M in Q4 2023. 762 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Hobbs Group Advisors held 16,698 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.05M as of Q3 2026.
Hobbs Group Advisors bought 1 State Street SPDR Portfolio S&P 400 Mid Cap ETF share in Q3 2026, an estimated $66.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.26% of Hobbs Group Advisors's portfolio in Q3 2026, its #66 holding.
Hobbs Group Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 11 quarters since.
Hobbs Group Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.22M in Q4 2023.
762 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Hobbs Group Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.