Kraft Davis & Associates’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Kraft Davis & Associates’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	$213K	Sell	3,360 -111	-3%	-$7.34K	0.05%	139
2026 Q2	$227K	Buy	3,471 +40	+1%	+$2.57K	0.05%	142
2026 Q1	$219K	Sell	3,431 -22,722	-87%	-$1.38M	0.05%	139
2025 Q4	$1.59M	Buy	26,153 +207	+0.8%	+$11.9K	0.36%	52
2025 Q3	$1.5M	Buy	25,946 +1,682	+7%	+$94.8K	0.36%	50
2025 Q2	$1.37M	Buy	24,264 +710	+3%	+$36.6K	0.37%	51
2025 Q1	$1.14M	Buy	+23,554	New	+$1.28M	0.37%	47

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

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

Kraft Davis & Associates's SPMD Position: Q3 2026 in Review

Kraft Davis & Associates reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3.2% in Q3 2026, selling an estimated $7.34K and leaving 3,360 shares worth $213K. The position accounts for 0.05% of the portfolio, ranked #139.

Kraft Davis & Associates first reported a position in SPMD in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.59M in Q4 2025. 582 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Kraft Davis & Associates held 3,360 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $213K as of Q3 2026.
Kraft Davis & Associates sold 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 0.05% of Kraft Davis & Associates's portfolio in Q3 2026, its #139 holding.
Kraft Davis & Associates first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2025 and has held it in 7 quarters since.
Kraft Davis & Associates's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.59M in Q4 2025.
582 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Kraft Davis & Associates's 13F filing for Q3 2026, filed 21 Oct 2026.