Milestone Asset Management Group
SPMD icon

Milestone Asset Management Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Milestone Asset Management Group’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 		$304K Sell
4,826
-155
-3% -$10.2K 0.14% 109
2026
Q2 		$337K Sell
4,981
-195
-4% -$12.5K 0.17% 106
2026
Q1 		$307K Hold
5,176
– – 0.18% 99
2025
Q4 		$300K Buy
5,176
+8
+0.2% +$460 0.17% 96
2025
Q3 		$296K Buy
+5,168
New +$291K 0.19% 92

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Facet Wealth Inc
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AlTi Global
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First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Koss-Olinger Consulting
Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Milestone Asset Management Group's SPMD Position: Q3 2026 in Review

Milestone Asset Management Group reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3.1% in Q3 2026, selling an estimated $10.2K and leaving 4,826 shares worth $304K. The position accounts for 0.14% of the portfolio, ranked #109.

Milestone Asset Management Group first reported a position in SPMD in Q3 2025 and has held it in 5 quarters since. The position peaked at $337K in Q2 2026. 610 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

  • Milestone Asset Management Group held 4,826 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $304K as of Q3 2026.
  • Milestone Asset Management Group sold 155 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $10.2K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.14% of Milestone Asset Management Group's portfolio in Q3 2026, its #109 holding.
  • Milestone Asset Management Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2025 and has held it in 5 quarters since.
  • Milestone Asset Management Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $337K in Q2 2026.
  • 610 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Milestone Asset Management Group's 13F filing for Q3 2026, filed 20 Oct 2026.