New Perspectives Inc’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

New Perspectives Inc’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	$20.1M	Buy	318,874 +12,417	+4%	+$821K	6.11%	6
2026 Q2	$20.7M	Buy	306,457 +14,033	+5%	+$903K	6.35%	6
2026 Q1	$17.3M	Buy	292,424 +9,771	+3%	+$595K	6%	6
2025 Q4	$16.4M	Buy	282,653 +5,837	+2%	+$335K	5.68%	6
2025 Q3	$15.8M	Buy	276,816 +4,289	+2%	+$242K	7.09%	5
2025 Q2	$14.8M	Buy	272,527 +3,062	+1%	+$158K	7.33%	5
2025 Q1	$13.8M	Buy	269,465 +8,763	+3%	+$478K	7.36%	5
2024 Q4	$14.3M	Buy	260,702 +3,166	+1%	+$178K	7.64%	4
2024 Q3	$14.1M	Buy	257,536 +8,486	+3%	+$449K	7.5%	4
2024 Q2	$12.8M	Buy	249,050 +7,944	+3%	+$410K	6.82%	5
2024 Q1	$12.9M	Buy	+241,106	New	+$12M	7.12%	5
2022 Q4	$9.6M	Buy	224,724 +11,333	+5%	+$481K	7.32%	5
2022 Q3	$8.23M	Buy	213,391 +7,594	+4%	+$322K	7.08%	6
2022 Q2	$8.17M	Buy	205,797 +23,887	+13%	+$1.04M	6.65%	6
2022 Q1	$8.58M	Buy	181,910 +16,504	+10%	+$772K	6.18%	6
2021 Q4	$8.23M	Buy	165,406 +12,225	+8%	+$597K	5.82%	6
2021 Q3	$7.07M	Buy	153,181 +13,982	+10%	+$660K	5.22%	6
2021 Q2	$6.57M	Buy	+139,199	New	+$6.61M	5.1%	7

Other funds holding SPMD

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 9.31% 1-Year Est. Return

New Perspectives Inc's SPMD Position: Q3 2026 in Review

New Perspectives Inc increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4.1% in Q3 2026, buying an estimated $821K and bringing the position to 318,874 shares worth $20.1M. The position accounts for 6.11% of the portfolio, ranked #6.

New Perspectives Inc first reported a position in SPMD in Q2 2021 and has held it in 18 quarters since. The position peaked at $20.7M in Q2 2026. 281 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

New Perspectives Inc held 318,874 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $20.1M as of Q3 2026.
New Perspectives Inc bought 12,417 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $821K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 6.11% of New Perspectives Inc's portfolio in Q3 2026, its #6 holding.
New Perspectives Inc first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2021 and has held it in 18 quarters since.
New Perspectives Inc's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $20.7M in Q2 2026.
281 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on New Perspectives Inc's 13F filing for Q3 2026, filed 14 Oct 2026.