Legacy Edge Advisors
SPMD icon

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

Legacy Edge 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 		$1.58M Buy
25,084
+3,016
+14% +$199K 0.14% 82
2026
Q2 		$1.49M Buy
22,068
+2,462
+13% +$158K 0.14% 83
2026
Q1 		$1.16M Buy
19,606
+6,239
+47% +$380K 0.12% 90
2025
Q4 		$774K Buy
13,367
+3,183
+31% +$183K 0.08% 107
2025
Q3 		$582K Buy
+10,184
New +$574K 0.07% 113

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Koss-Olinger Consulting
Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Legacy Edge Advisors's SPMD Position: Q3 2026 in Review

Legacy Edge Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 14% in Q3 2026, buying an estimated $199K and bringing the position to 25,084 shares worth $1.58M. The position accounts for 0.14% of the portfolio, ranked #82.

Legacy Edge Advisors first reported a position in SPMD in Q3 2025 and has held it in 5 quarters since. 608 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

  • Legacy Edge Advisors held 25,084 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.58M as of Q3 2026.
  • Legacy Edge Advisors bought 3,016 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $199K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.14% of Legacy Edge Advisors's portfolio in Q3 2026, its #82 holding.
  • Legacy Edge Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2025 and has held it in 5 quarters since.
  • 608 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.