Old Port Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Old Port Advisors’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	$243K	Sell	3,849 -356	-8%	-$23.5K	0.05%	245
2026 Q2	$284K	Buy	4,205 +156	+4%	+$10K	0.06%	227
2026 Q1	$240K	Buy	4,049 +23	+0.6%	+$1.4K	0.06%	214
2025 Q4	$233K	Sell	4,026 -102	-2%	-$5.86K	0.06%	212
2025 Q3	$236K	Hold	4,128	–	–	0.06%	214
2025 Q2	$224K	Hold	4,128	–	–	0.06%	220
2025 Q1	$211K	Sell	4,128 -45	-1%	-$2.45K	0.06%	216
2024 Q4	$228K	Sell	4,173 -1,429	-26%	-$80.4K	0.07%	209
2024 Q3	$306K	Sell	5,602 -204	-4%	-$10.8K	0.09%	189
2024 Q2	$298K	Hold	5,806	–	–	0.09%	180
2024 Q1	$310K	Sell	5,806 -175	-3%	-$8.7K	0.09%	176
2023 Q4	$291K	Sell	5,981 -525	-8%	-$23.4K	0.1%	174
2023 Q3	$285K	Buy	+6,506	New	+$299K	0.1%	171
2023 Q1	$293K	Sell	6,706 -70	-1%	-$3.13K	0.11%	172
2022 Q4	$288K	Sell	6,776 -36	-0.5%	-$1.53K	0.11%	172
2022 Q3	$279K	Hold	6,812	–	–	0.11%	176
2022 Q2	$273K	Sell	6,812 -1,185	-15%	-$51.4K	0.11%	182
2022 Q1	$379K	Hold	7,997	–	–	0.13%	173
2021 Q4	$394K	Sell	7,997 -200	-2%	-$9.8K	0.13%	166
2021 Q3	$382K	Sell	8,197 -600	-7%	-$28.3K	0.14%	158
2021 Q2	$409K	Sell	8,797 -3,796	-30%	-$180K	0.15%	156
2021 Q1	$576K	Buy	12,593 +1,608	+15%	+$70.6K	0.23%	108
2020 Q4	$437K	Buy	10,985 +2,028	+23%	+$75.2K	0.19%	118
2020 Q3	$292K	Buy	8,957 +102	+1%	+$3.35K	0.14%	136
2020 Q2	$277K	Sell	8,855 -670	-7%	-$19.6K	0.15%	137
2020 Q1	$241K	Buy	9,525 +1,628	+21%	+$53.2K	0.15%	139
2019 Q4	$285K	Buy	7,897 +109	+1%	+$3.8K	0.14%	142
2019 Q3	$259K	Buy	7,788 +1,582	+25%	+$53.3K	0.14%	145
2019 Q2	$213K	Sell	6,206 -498	-7%	-$16.8K	0.11%	163
2019 Q1	$223K	Buy	+6,704	New	+$219K	0.12%	158

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

Morgan Stanley New York $1.96T AUM 27.49% 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

United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Old Port Advisors's SPMD Position: Q3 2026 in Review

Old Port Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 8.5% in Q3 2026, selling an estimated $23.5K and leaving 3,849 shares worth $243K. The position accounts for 0.05% of the portfolio, ranked #245.

Old Port Advisors first reported a position in SPMD in Q1 2019 and has held it in 30 quarters since. The position peaked at $576K in Q1 2021. 762 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Old Port Advisors held 3,849 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $243K as of Q3 2026.
Old Port Advisors sold 356 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $23.5K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.05% of Old Port Advisors's portfolio in Q3 2026, its #245 holding.
Old Port Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2019 and has held it in 30 quarters since.
Old Port Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $576K in Q1 2021.
762 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Old Port Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.