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

Integris Wealth Management’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 		$345K Buy
5,478
+111
+2% +$7.34K 0.07% 89
2026
Q2 		$363K Buy
+5,367
New +$345K 0.07% 90

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Farther Finance Advisors
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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
MSA
Marathon Strategic Advisors Pittsburgh, Pennsylvania $171M AUM 48.57% 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

Integris Wealth Management's SPMD Position: Q3 2026 in Review

Integris Wealth Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.1% in Q3 2026, buying an estimated $7.34K and bringing the position to 5,478 shares worth $345K. The position accounts for 0.07% of the portfolio, ranked #89.

Integris Wealth Management first reported a position in SPMD in Q2 2026 and has held it in 2 quarters since. The position peaked at $363K in Q2 2026. 185 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

  • Integris Wealth Management held 5,478 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $345K as of Q3 2026.
  • Integris Wealth Management bought 111 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $7.34K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.07% of Integris Wealth Management's portfolio in Q3 2026, its #89 holding.
  • Integris Wealth Management 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.
  • Integris Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $363K in Q2 2026.
  • 185 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Integris Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.