My Personal CFO LLC’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

My Personal CFO LLC’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	$229K	Sell	3,627 -601	-14%	-$39.7K	0.08%	93
2026 Q2	$286K	Hold	4,228	–	–	0.11%	82
2026 Q1	$250K	Hold	4,228	–	–	0.11%	81
2025 Q4	$245K	Buy	+4,228	New	+$243K	0.1%	85
2025 Q3	–	Sell	-4,228	Closed	-$230K	–	143
2025 Q2	$230K	Hold	4,228	–	–	0.1%	85
2025 Q1	$216K	Buy	4,228 +127	+3%	+$6.92K	0.11%	84
2024 Q4	$224K	Hold	4,101	–	–	0.12%	86
2024 Q3	$224K	Hold	4,101	–	–	0.12%	85
2024 Q2	$210K	Hold	4,101	–	–	0.11%	100
2024 Q1	$219K	Buy	+4,101	New	+$204K	0.13%	94
2023 Q1	–	Sell	-4	Closed	-$174K	–	709
2022 Q4	$174K	Buy	+4	New	+$170	0.16%	71
2022 Q1	–	Sell	-4,101	Closed	-$204K	–	60
2021 Q4	$204K	Buy	+4,101	New	+$200K	0.18%	61

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

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

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

My Personal CFO LLC's SPMD Position: Q3 2026 in Review

My Personal CFO LLC reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 14% in Q3 2026, selling an estimated $39.7K and leaving 3,627 shares worth $229K. The position accounts for 0.08% of the portfolio, ranked #93.

My Personal CFO LLC first reported a position in SPMD in Q4 2021 and has held it in 12 quarters since. The position peaked at $286K in Q2 2026. 604 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

My Personal CFO LLC held 3,627 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $229K as of Q3 2026.
My Personal CFO LLC sold 601 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $39.7K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.08% of My Personal CFO LLC's portfolio in Q3 2026, its #93 holding.
My Personal CFO LLC first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and has held it in 12 quarters since.
My Personal CFO LLC's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $286K in Q2 2026.
604 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on My Personal CFO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.