IFP Advisors
SPMD icon

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

IFP 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 		$3.49M Buy
55,353
+2,098
+4% +$139K 0.06% 353
2026
Q2 		$3.6M Buy
53,255
+5,176
+11% +$333K 0.07% 330
2026
Q1 		$2.85M Sell
48,079
-10,539
-18% -$642K 0.06% 355
2025
Q4 		$3.39M Buy
58,618
+1,818
+3% +$104K 0.08% 285
2025
Q3 		$3.25M Sell
56,800
-7,087
-11% -$399K 0.08% 257
2025
Q2 		$3.47M Buy
63,887
+3,261
+5% +$168K 0.1% 219
2025
Q1 		$3.1M Buy
60,626
+8,231
+16% +$449K 0.1% 238
2024
Q4 		$2.87M Buy
52,395
+1,340
+3% +$75.4K 0.09% 240
2024
Q3 		$2.79M Buy
51,055
+22,091
+76% +$1.17M 0.1% 227
2024
Q2 		$1.49M Buy
28,964
+3,852
+15% +$199K 0.06% 335
2024
Q1 		$1.34M Sell
25,112
-1,761
-7% -$87.6K 0.06% 342
2023
Q4 		$1.31M Sell
26,873
-6,799
-20% -$303K 0.06% 332
2023
Q3 		$1.47M Buy
33,672
+2,468
+8% +$113K 0.07% 300
2023
Q2 		$1.43M Sell
31,204
-6,182
-17% -$270K 0.06% 331
2023
Q1 		$3.12M Sell
37,386
-255,732
-87% -$11.4M 0.14% 151
2022
Q4 		$24.5M Sell
293,118
-6,723
-2% -$285K 0.66% 17
2022
Q3 		$25.1M Buy
299,841
+69,042
+30% +$2.93M 0.65% 12
2022
Q2 		$19.3M Hold
230,799
– – 0.62% 20
2022
Q1 		$19.3M Buy
230,799
+165,438
+253% +$7.74M 0.62% 20
2021
Q4 		$3.26M Buy
65,361
+10,918
+20% +$533K 0.06% 176
2021
Q3 		$2.53M Buy
54,443
+2,299
+4% +$109K 0.05% 213
2021
Q2 		$2.46M Buy
52,144
+20,526
+65% +$974K 0.05% 211
2021
Q1 		$1.44M Buy
31,618
+11,589
+58% +$509K 0.03% 302
2020
Q4 		$813K Sell
20,029
-643
-3% -$23.8K 0.03% 388
2020
Q3 		$676K Sell
20,672
-16,523
-44% -$543K 0.04% 362
2020
Q2 		$1.15M Sell
37,195
-13,253
-26% -$387K 0.09% 224
2020
Q1 		$1.3M Sell
50,448
-60,598
-55% -$1.98M 0.13% 168
2019
Q4 		$4.02M Sell
111,046
-113,341
-51% -$3.95M 0.3% 75
2019
Q3 		$7.57M Buy
+224,387
New +$7.56M 0.51% 38
2019
Q1 		$70K Sell
2,101
-109,726
-98% -$3.59M 0.01% 831
2018
Q4 		$3.26M Sell
111,827
-28,772
-20% -$937K 0.2% 118
2018
Q3 		$5.08M Buy
140,599
+50,325
+56% +$1.82M 0.21% 109
2018
Q2 		$3.15M Buy
90,274
+60,372
+202% +$2.08M 0.13% 177
2018
Q1 		$998K Hold
29,902
– – 0.05% 394
2017
Q4 		$998K Buy
+29,902
New +$980K 0.05% 394
2017
Q1 		– Sell
-27
Closed -$1K – 4121
2016
Q4 		$1K Hold
27
– – ﹤0.01% 3832
2016
Q3 		$1K Hold
27
– – ﹤0.01% 3768
2016
Q2 		$1K Sell
27
-6,276
-100% -$161K ﹤0.01% 3674
2016
Q1 		$70K Buy
+6,303
New +$149K 0.01% 831

Other funds holding SPMD

Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
RKL Wealth Management
RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NPI
New Perspectives Inc Ridgeland, Mississippi $329M AUM 9.94% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
JTBR
James T. Borello RIA East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return

IFP Advisors's SPMD Position: Q3 2026 in Review

IFP Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3.9% in Q3 2026, buying an estimated $139K and bringing the position to 55,353 shares worth $3.49M. The position accounts for 0.06% of the portfolio, ranked #353.

IFP Advisors first reported a position in SPMD in Q1 2016 and has held it in 39 quarters since. The position peaked at $25.1M in Q3 2022. 160 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

  • IFP Advisors held 55,353 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.49M as of Q3 2026.
  • IFP Advisors bought 2,098 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $139K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.06% of IFP Advisors's portfolio in Q3 2026, its #353 holding.
  • IFP Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2016 and has held it in 39 quarters since.
  • IFP Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $25.1M in Q3 2022.
  • 160 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.