MF
SPMD icon

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

Meridian Financial’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
Q2 		$2.16M Buy
32,034
+514
+2% +$33.1K 1.04% 24
2026
Q1 		$1.87M Buy
31,520
+341
+1% +$20.8K 1.02% 24
2025
Q4 		$1.81M Sell
31,179
-210
-0.7% -$12.1K 0.98% 27
2025
Q3 		$1.8M Buy
31,389
+488
+2% +$27.5K 1.01% 26
2025
Q2 		$1.68M Buy
30,901
+1,012
+3% +$52.1K 1.09% 24
2025
Q1 		$1.53M Buy
29,889
+980
+3% +$53.4K 1.07% 25
2024
Q4 		$1.58M Sell
28,909
-422
-1% -$23.7K 1.09% 27
2024
Q3 		$1.6M Sell
29,331
-613
-2% -$32.4K 1.07% 25
2024
Q2 		$1.54M Buy
29,944
+571
+2% +$29.5K 1.11% 25
2024
Q1 		$1.57M Buy
29,373
+521
+2% +$25.9K 1.17% 24
2023
Q4 		$1.41M Buy
28,852
+1,986
+7% +$88.5K 1.1% 25
2023
Q3 		$1.18M Buy
26,866
+1,276
+5% +$58.7K 1.1% 25
2023
Q2 		$1.17M Buy
25,590
+2,251
+10% +$98.3K 1.06% 25
2023
Q1 		$1.03M Buy
23,339
+6,446
+38% +$289K 1% 26
2022
Q4 		$718K Buy
16,893
+665
+4% +$28.2K 0.76% 30
2022
Q3 		$626K Buy
16,228
+3,670
+29% +$156K 0.73% 32
2022
Q2 		$498K Buy
+12,558
New +$545K 0.56% 40

Other funds holding SPMD

FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Meridian Financial's SPMD Position: Q2 2026 in Review

Meridian Financial increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.6% in Q2 2026, buying an estimated $33.1K and bringing the position to 32,034 shares worth $2.16M. The position accounts for 1.04% of the portfolio, ranked #24.

Meridian Financial first reported a position in SPMD in Q2 2022 and has held it in 17 quarters since. 408 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Meridian Financial held 32,034 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.16M as of Q2 2026.
  • Meridian Financial bought 514 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $33.1K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.04% of Meridian Financial's portfolio in Q2 2026, its #24 holding.
  • Meridian Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • 408 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.