Next Level Wealth Planning
SPMD icon

Next Level Wealth Planning’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Next Level Wealth Planning’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 		$8.13K Buy
+129
New +$8.53K ﹤0.01% 351

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Next Level Wealth Planning's SPMD Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2026: 129 shares worth $8.13K. The stake represents ﹤0.01% of the portfolio and ranks #351 among its holdings.

520 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

  • Next Level Wealth Planning held 129 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $8.13K as of Q3 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Next Level Wealth Planning position in Q3 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #351 holding.
  • 520 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.