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

Luminist Capital’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	–	Sell	-46,687	Closed	-$3.15M	–	448
2026 Q2	$3.15M	Sell	46,687 -6,942	-13%	-$447K	3.55%	9
2026 Q1	$3.18M	Buy	53,629 +4,070	+8%	+$248K	4.22%	7
2025 Q4	$2.87M	Sell	49,559 -7,430	-13%	-$427K	3.54%	11
2025 Q3	$3.27M	Sell	56,989 -1,564	-3%	-$88.1K	2.82%	12
2025 Q2	$3.22M	Buy	+58,553	New	+$3.02M	3.19%	13

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

Luminist Capital's SPMD Position: Q3 2026 in Review

Luminist Capital sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2026, closing a stake of 46,687 shares — an estimated $3.15M sold.

Luminist Capital first reported a position in SPMD in Q2 2025 and held it in 5 quarters. The position peaked at $3.27M in Q3 2025. 673 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Luminist Capital reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2026 after selling out during the quarter.
Luminist Capital sold 46,687 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $3.15M.
Luminist Capital first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2025 and held it in 5 quarters.
Luminist Capital's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $3.27M in Q3 2025.
673 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Luminist Capital's 13F filing for Q3 2026, filed 10 Nov 2026.