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

MJT & Associates Financial Advisory’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 		$94.9K Hold
1,506
– – 0.06% 57
2026
Q2 		$102K Hold
1,506
– – 0.07% 67
2026
Q1 		$89.2K Hold
1,506
– – 0.07% 64
2025
Q4 		$87.2K Hold
1,506
– – 0.07% 70
2025
Q3 		$86.1K Sell
1,506
-507
-25% -$28.6K 0.07% 66
2025
Q2 		$109K Hold
2,013
– – 0.14% 65
2025
Q1 		$103K Buy
+2,013
New +$110K 0.1% 78

Other funds holding SPMD

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return
TFP
Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

MJT & Associates Financial Advisory's SPMD Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q3 2026 at 1,506 shares worth $94.9K. The position accounts for 0.06% of the portfolio, ranked #57.

MJT & Associates Financial Advisory first reported a position in SPMD in Q1 2025 and has held it in 7 quarters since. The position peaked at $109K in Q2 2025. 41 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

  • MJT & Associates Financial Advisory held 1,506 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $94.9K as of Q3 2026.
  • MJT & Associates Financial Advisory left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q3 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.06% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #57 holding.
  • MJT & Associates Financial Advisory first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $109K in Q2 2025.
  • 41 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.