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

Latitude Advisors’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	$246K	Sell	3,904 -1,201	-24%	-$79.4K	0.08%	222
2026 Q2	$345K	Sell	5,105 -59	-1%	-$3.8K	0.14%	165
2026 Q1	$306K	Sell	5,164 -45	-0.9%	-$2.74K	0.14%	165
2025 Q4	$302K	Buy	5,209 +674	+15%	+$38.7K	0.13%	164
2025 Q3	$259K	Sell	4,535 -1,032	-19%	-$58.1K	0.12%	180
2025 Q2	$303K	Sell	5,567 -23	-0.4%	-$1.18K	0.15%	149
2025 Q1	$286K	Buy	5,590 +704	+14%	+$38.4K	0.17%	146
2024 Q4	$267K	Buy	4,886 +1,099	+29%	+$61.8K	0.15%	146
2024 Q3	$207K	Buy	+3,787	New	+$200K	0.12%	184
2021 Q3	–	Sell	-9,488	Closed	-$448K	–	287
2021 Q2	$448K	Sell	9,488 -1,058	-10%	-$50.2K	0.33%	67
2021 Q1	$483K	Buy	+10,546	New	+$463K	0.4%	53

Other funds holding SPMD

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 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

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

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 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

TSG Advice Partners Columbus, Ohio $764M AUM

Latitude Advisors's SPMD Position: Q3 2026 in Review

Latitude Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 24% in Q3 2026, selling an estimated $79.4K and leaving 3,904 shares worth $246K. The position accounts for 0.08% of the portfolio, ranked #222.

Latitude Advisors first reported a position in SPMD in Q1 2021 and has held it in 11 quarters since. The position peaked at $483K in Q1 2021. 363 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Latitude Advisors held 3,904 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $246K as of Q3 2026.
Latitude Advisors sold 1,201 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $79.4K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.08% of Latitude Advisors's portfolio in Q3 2026, its #222 holding.
Latitude Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2021 and has held it in 11 quarters since.
Latitude Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $483K in Q1 2021.
363 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.