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

Leslie Global 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	$511K	Buy	8,109 +36	+0.4%	+$2.38K	0.19%	47
2026 Q2	$545K	Sell	8,073 -1,673	-17%	-$108K	0.21%	43
2026 Q1	$577K	Buy	9,746 +46	+0.5%	+$2.8K	0.3%	34
2025 Q4	$562K	Sell	9,700 -292	-3%	-$16.8K	0.25%	36
2025 Q3	$571K	Sell	9,992 -3,237	-24%	-$182K	0.27%	37
2025 Q2	$719K	Sell	13,229 -209	-2%	-$10.8K	0.38%	30
2025 Q1	$688K	Sell	13,438 -26,053	-66%	-$1.42M	0.33%	34
2024 Q4	$2.16M	Sell	39,491 -137,143	-78%	-$7.72M	1%	23
2024 Q3	$9.7M	Buy	176,634 +8,893	+5%	+$470K	4.69%	5
2024 Q2	$8.61M	Buy	+167,741	New	+$8.65M	5.03%	5

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

United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Leslie Global Wealth's SPMD Position: Q3 2026 in Review

Leslie Global Wealth increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.45% in Q3 2026, buying an estimated $2.38K and bringing the position to 8,109 shares worth $511K. The position accounts for 0.19% of the portfolio, ranked #47.

Leslie Global Wealth first reported a position in SPMD in Q2 2024 and has held it in 10 quarters since. The position peaked at $9.7M in Q3 2024. 677 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Leslie Global Wealth held 8,109 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $511K as of Q3 2026.
Leslie Global Wealth bought 36 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $2.38K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.19% of Leslie Global Wealth's portfolio in Q3 2026, its #47 holding.
Leslie Global Wealth first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2024 and has held it in 10 quarters since.
Leslie Global Wealth's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $9.7M in Q3 2024.
677 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Leslie Global Wealth's 13F filing for Q3 2026, filed 26 Oct 2026.