KWB Wealth
SPMD icon

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

KWB Wealth’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 		$9.38M Buy
148,811
+9,323
+7% +$617K 0.8% 41
2026
Q2 		$9.42M Buy
139,488
+17,132
+14% +$1.1M 0.81% 36
2026
Q1 		$7.09M Sell
122,356
-310
-0.3% -$18.9K 0.7% 38
2025
Q4 		$7.1M Buy
122,666
+15,003
+14% +$862K 0.67% 39
2025
Q3 		$5.85M Sell
107,663
-7,339
-6% -$413K 0.65% 38
2025
Q2 		$5.89M Sell
115,002
-29,077
-20% -$1.5M 0.72% 30
2025
Q1 		$7.88M Sell
144,079
-12,763
-8% -$696K 0.95% 24
2024
Q4 		$8.58M Sell
156,842
-10,664
-6% -$600K 1.06% 22
2024
Q3 		$8.59M Sell
167,506
-1,101
-0.7% -$58.2K 1.12% 20
2024
Q2 		$8.99M Sell
168,607
-7,775
-4% -$401K 1.24% 19
2024
Q1 		$9.41M Sell
176,382
-45,113
-20% -$2.24M 1.27% 18
2023
Q4 		$10.8M Buy
221,495
+10,621
+5% +$473K 1.56% 16
2023
Q3 		$9.7M Sell
210,874
-1,109
-0.5% -$51K 1.55% 12
2023
Q2 		$9.7M Buy
211,983
+70,198
+50% +$3.07M 1.54% 12
2023
Q1 		$6.03M Buy
141,785
+80
+0.1% +$3.58K 1.11% 20
2022
Q4 		$6.02M Buy
141,705
+2,845
+2% +$121K 1.14% 19
2022
Q3 		$5.35M Sell
138,860
-1,489
-1% -$63.1K 1.07% 19
2022
Q2 		$5.57M Sell
140,349
-32,311
-19% -$1.4M 1.07% 19
2022
Q1 		$8.59M Sell
172,660
-985
-0.6% -$46.1K 1.43% 17
2021
Q4 		$8.64M Buy
173,645
+4,095
+2% +$200K 1.44% 17
2021
Q3 		$7.83M Buy
169,550
+19,987
+13% +$944K 1.39% 17
2021
Q2 		$6.84M Hold
149,563
– – 1.31% 18
2021
Q1 		$6.84M Buy
149,563
+34,611
+30% +$1.52M 1.31% 18
2020
Q4 		$4.64M Buy
+114,952
New +$4.26M 0.97% 22

Other funds holding SPMD

Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
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
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
JTBR
James T. Borello RIA East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return

KWB Wealth's SPMD Position: Q3 2026 in Review

KWB Wealth increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 6.7% in Q3 2026, buying an estimated $617K and bringing the position to 148,811 shares worth $9.38M. The position accounts for 0.8% of the portfolio, ranked #41.

KWB Wealth first reported a position in SPMD in Q4 2020 and has held it in 24 quarters since. The position peaked at $10.8M in Q4 2023. 161 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

  • KWB Wealth held 148,811 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $9.38M as of Q3 2026.
  • KWB Wealth bought 9,323 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $617K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.8% of KWB Wealth's portfolio in Q3 2026, its #41 holding.
  • KWB Wealth first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • KWB Wealth's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $10.8M in Q4 2023.
  • 161 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.