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

Midwestern 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	$293K	Buy	4,651 +16	+0.3%	+$1.06K	0.2%	49
2026 Q2	$313K	Buy	4,635 +15	+0.3%	+$965	0.22%	49
2026 Q1	$274K	Buy	4,620 +14	+0.3%	+$852	0.22%	51
2025 Q4	$267K	Buy	4,606 +17	+0.4%	+$976	0.22%	51
2025 Q3	$262K	Buy	4,589 +16	+0.3%	+$901	0.23%	52
2025 Q2	$249K	Buy	+4,573	New	+$236K	0.23%	50

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

Midwestern Financial's SPMD Position: Q3 2026 in Review

Midwestern Financial increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.35% in Q3 2026, buying an estimated $1.06K and bringing the position to 4,651 shares worth $293K. The position accounts for 0.2% of the portfolio, ranked #49.

Midwestern Financial first reported a position in SPMD in Q2 2025 and has held it in 6 quarters since. The position peaked at $313K in Q2 2026. 707 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Midwestern Financial held 4,651 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $293K as of Q3 2026.
Midwestern Financial bought 16 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $1.06K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.2% of Midwestern Financial's portfolio in Q3 2026, its #49 holding.
Midwestern Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2025 and has held it in 6 quarters since.
Midwestern Financial's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $313K in Q2 2026.
707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Midwestern Financial's 13F filing for Q3 2026, filed 13 Nov 2026.