October Effect’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

October Effect’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	$497K	Buy	7,885 +902	+13%	+$59.7K	0.51%	42
2026 Q2	$472K	Buy	6,983 +1,056	+18%	+$67.9K	0.44%	49
2026 Q1	$351K	Buy	5,927 +1,439	+32%	+$87.6K	0.4%	51
2025 Q4	$260K	Buy	4,488 +676	+18%	+$38.8K	0.29%	50
2025 Q3	$218K	Sell	3,812 -86	-2%	-$4.84K	0.24%	51
2025 Q2	$212K	Buy	+3,898	New	+$201K	0.26%	51

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

October Effect's SPMD Position: Q3 2026 in Review

October Effect increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 13% in Q3 2026, buying an estimated $59.7K and bringing the position to 7,885 shares worth $497K. The position accounts for 0.51% of the portfolio, ranked #42.

October Effect first reported a position in SPMD in Q2 2025 and has held it in 6 quarters since. 249 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

October Effect held 7,885 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $497K as of Q3 2026.
October Effect bought 902 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $59.7K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.51% of October Effect's portfolio in Q3 2026, its #42 holding.
October Effect first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2025 and has held it in 6 quarters since.
249 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on October Effect's 13F filing for Q3 2026, filed 20 Oct 2026.