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

Midwest Financial Network’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	$2.02M	Sell	32,111 -2,361	-7%	-$156K	1.38%	21
2026 Q2	$2.33M	Buy	34,472 +5,407	+19%	+$348K	1.59%	18
2026 Q1	$1.72M	Buy	29,065 +11,993	+70%	+$730K	1.37%	28
2025 Q4	$989K	Buy	17,072 +8,041	+89%	+$462K	0.76%	43
2025 Q3	$517K	Buy	9,031 +2,323	+35%	+$131K	0.42%	48
2025 Q2	$365K	Sell	6,708 -282	-4%	-$14.5K	0.36%	46
2025 Q1	$358K	Buy	6,990 +587	+9%	+$32K	0.36%	44
2024 Q4	$350K	Buy	+6,403	New	+$360K	0.36%	46

Other funds holding SPMD

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Midwest Financial Network's SPMD Position: Q3 2026 in Review

Midwest Financial Network reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 6.8% in Q3 2026, selling an estimated $156K and leaving 32,111 shares worth $2.02M. The position accounts for 1.38% of the portfolio, ranked #21.

Midwest Financial Network first reported a position in SPMD in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.33M in Q2 2026. 249 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Midwest Financial Network held 32,111 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.02M as of Q3 2026.
Midwest Financial Network sold 2,361 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $156K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.38% of Midwest Financial Network's portfolio in Q3 2026, its #21 holding.
Midwest Financial Network first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and has held it in 8 quarters since.
Midwest Financial Network's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.33M in Q2 2026.
249 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Midwest Financial Network's 13F filing for Q3 2026, filed 13 Oct 2026.