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

Independent Wealth Network’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	$1.41M	Buy	22,350 +208	+0.9%	+$13.8K	0.35%	77
2026 Q2	$1.5M	Sell	22,142 -1,169	-5%	-$75.2K	0.38%	67
2026 Q1	$1.38M	Buy	23,311 +15,902	+215%	+$968K	0.41%	65
2025 Q4	$429K	Buy	7,409 +69	+0.9%	+$3.96K	0.13%	169
2025 Q3	$420K	Sell	7,340 -128	-2%	-$7.21K	0.13%	173
2025 Q2	$406K	Buy	7,468 +119	+2%	+$6.13K	0.15%	159
2025 Q1	$376K	Buy	7,349 +285	+4%	+$15.5K	0.15%	158
2024 Q4	$386K	Sell	7,064 -149	-2%	-$8.38K	0.16%	148
2024 Q3	$394K	Sell	7,213 -354	-5%	-$18.7K	0.17%	137
2024 Q2	$388K	Sell	7,567 -1	-0%	-$52	0.18%	134
2024 Q1	$404K	Buy	7,568 +397	+6%	+$19.7K	0.19%	135
2023 Q4	$349K	Sell	7,171 -111	-2%	-$4.94K	0.18%	132
2023 Q3	$319K	Sell	7,282 -213	-3%	-$9.8K	0.2%	127
2023 Q2	$344K	Buy	7,495 +1,130	+18%	+$49.4K	0.21%	129
2023 Q1	$280K	Buy	6,365 +343	+6%	+$15.4K	0.18%	139
2022 Q4	$256K	Buy	6,022 +11	+0.2%	+$467	0.18%	141
2022 Q3	$232K	Buy	6,011 +376	+7%	+$15.9K	0.18%	146
2022 Q2	$224K	Buy	+5,635	New	+$244K	0.16%	158

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

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

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Independent Wealth Network's SPMD Position: Q3 2026 in Review

Independent Wealth Network increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.94% in Q3 2026, buying an estimated $13.8K and bringing the position to 22,350 shares worth $1.41M. The position accounts for 0.35% of the portfolio, ranked #77.

Independent Wealth Network first reported a position in SPMD in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.5M in Q2 2026. 556 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Independent Wealth Network held 22,350 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.41M as of Q3 2026.
Independent Wealth Network bought 208 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $13.8K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.35% of Independent Wealth Network's portfolio in Q3 2026, its #77 holding.
Independent Wealth Network first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2022 and has held it in 18 quarters since.
Independent Wealth Network's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.5M in Q2 2026.
556 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.