Koesten Hirschmann & Crabtree’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Koesten Hirschmann & Crabtree’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	–	Sell	-2,978	Closed	-$201K	–	55
2026 Q2	$201K	Buy	+2,978	New	+$192K	0.08%	52
2025 Q4	–	Sell	-14	Closed	-$801	–	213
2025 Q3	$801	Hold	14	–	–	﹤0.01%	220
2025 Q2	$762	Hold	14	–	–	﹤0.01%	270
2025 Q1	$717	Hold	14	–	–	﹤0.01%	186
2024 Q4	$766	Sell	14 -72	-84%	-$4.05K	﹤0.01%	175
2024 Q3	$4.7K	Buy	86 +14	+19%	+$740	﹤0.01%	141
2024 Q2	$3.84K	Hold	72	–	–	﹤0.01%	156
2024 Q1	$3.84K	Sell	72 -1,175	-94%	-$58.4K	﹤0.01%	156
2023 Q4	$60.8K	Buy	+1,247	New	+$55.6K	0.04%	64

Other funds holding SPMD

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

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Koesten Hirschmann & Crabtree's SPMD Position: Q3 2026 in Review

Koesten Hirschmann & Crabtree sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2026, closing a stake of 2,978 shares — an estimated $201K sold.

Koesten Hirschmann & Crabtree first reported a position in SPMD in Q4 2023 and held it in 9 quarters. The position peaked at $201K in Q2 2026. 249 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Koesten Hirschmann & Crabtree reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2026 after selling out during the quarter.
Koesten Hirschmann & Crabtree sold 2,978 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $201K.
Koesten Hirschmann & Crabtree first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and held it in 9 quarters.
Koesten Hirschmann & Crabtree's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $201K in Q2 2026.
249 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q3 2026, filed 13 Oct 2026.