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
Q3 		$2.11M Buy
33,471
+1,437
+4% +$95K 0.99% 25
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

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
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Meridian Financial's SPMD Position: Q3 2026 in Review

Meridian Financial increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4.5% in Q3 2026, buying an estimated $95K and bringing the position to 33,471 shares worth $2.11M. The position accounts for 0.99% of the portfolio, ranked #25.

Meridian Financial first reported a position in SPMD in Q2 2022 and has held it in 18 quarters since. The position peaked at $2.16M in Q2 2026. 557 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

  • Meridian Financial held 33,471 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.11M as of Q3 2026.
  • Meridian Financial bought 1,437 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $95K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.99% of Meridian Financial's portfolio in Q3 2026, its #25 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 18 quarters since.
  • Meridian Financial's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.16M in Q2 2026.
  • 557 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Meridian Financial's 13F filing for Q3 2026, filed 14 Oct 2026.