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

Nadler Financial 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
Q2 		$3M Buy
44,428
+22,528
+103% +$1.45M 0.25% 36
2026
Q1 		$1.3M Buy
+21,900
New +$1.33M 0.13% 53

Other funds holding SPMD

FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Nadler Financial Group's SPMD Position: Q2 2026 in Review

Nadler Financial Group increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 103% in Q2 2026, buying an estimated $1.45M and bringing the position to 44,428 shares worth $3M. The position accounts for 0.25% of the portfolio, ranked #36.

Nadler Financial Group first reported a position in SPMD in Q1 2026 and has held it in 2 quarters since. 408 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Nadler Financial Group held 44,428 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3M as of Q2 2026.
  • Nadler Financial Group bought 22,528 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $1.45M.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.25% of Nadler Financial Group's portfolio in Q2 2026, its #36 holding.
  • Nadler Financial Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 408 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.