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

Jacksonville 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	$7.65M	Buy	121,273 +22,736	+23%	+$1.5M	4.01%	7
2026 Q2	$6.66M	Buy	98,537 +7,688	+8%	+$495K	3.77%	7
2026 Q1	$5.38M	Buy	90,849 +13,603	+18%	+$828K	3.63%	8
2025 Q4	$4.47M	Buy	77,246 +3,119	+4%	+$179K	3.17%	8
2025 Q3	$4.24M	Buy	74,127 +7,935	+12%	+$447K	3.11%	8
2025 Q2	$3.6M	Buy	66,192 +5,794	+10%	+$298K	2.89%	9
2025 Q1	$3.09M	Buy	60,398 +1,389	+2%	+$75.7K	3.04%	9
2024 Q4	$3.23M	Buy	+59,009	New	+$3.32M	3.01%	9

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

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

Jacksonville Wealth Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 23% in Q3 2026, buying an estimated $1.5M and bringing the position to 121,273 shares worth $7.65M. The position accounts for 4.01% of the portfolio, ranked #7.

Jacksonville Wealth Management first reported a position in SPMD in Q4 2024 and has held it in 8 quarters since. 546 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Jacksonville Wealth Management held 121,273 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $7.65M as of Q3 2026.
Jacksonville Wealth Management bought 22,736 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $1.5M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 4.01% of Jacksonville Wealth Management's portfolio in Q3 2026, its #7 holding.
Jacksonville Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and has held it in 8 quarters since.
546 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Jacksonville Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.