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

Optimist Retirement 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 Q3	$304K	Buy	4,823 +3	+0.1%	+$198	0.12%	91
2026 Q2	$326K	Buy	4,820 +3	+0.1%	+$193	0.13%	95
2026 Q1	$285K	Buy	4,817 +4	+0.1%	+$243	0.13%	92
2025 Q4	$279K	Buy	4,813 +3	+0.1%	+$172	0.13%	86
2025 Q3	$275K	Buy	4,810 +4	+0.1%	+$225	0.12%	93
2025 Q2	$261K	Buy	4,806 +4	+0.1%	+$206	0.13%	95
2025 Q1	$246K	Buy	4,802 +3	+0.1%	+$164	0.12%	88
2024 Q4	$262K	Sell	4,799 -203	-4%	-$11.4K	0.12%	79
2024 Q3	$274K	Buy	5,002 +3	+0.1%	+$159	0.12%	70
2024 Q2	$256K	Buy	4,999 +4	+0.1%	+$206	0.13%	64
2024 Q1	$266K	Sell	4,995 -533	-10%	-$26.5K	0.14%	67
2023 Q4	$269K	Buy	+5,528	New	+$246K	0.17%	58

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

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

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

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Optimist Retirement Group's SPMD Position: Q3 2026 in Review

Optimist Retirement Group increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.06% in Q3 2026, buying an estimated $198 and bringing the position to 4,823 shares worth $304K. The position accounts for 0.12% of the portfolio, ranked #91.

Optimist Retirement Group first reported a position in SPMD in Q4 2023 and has held it in 12 quarters since. The position peaked at $326K in Q2 2026. 604 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Optimist Retirement Group held 4,823 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $304K as of Q3 2026.
Optimist Retirement Group bought 3 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $198.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.12% of Optimist Retirement Group's portfolio in Q3 2026, its #91 holding.
Optimist Retirement Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 12 quarters since.
Optimist Retirement Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $326K in Q2 2026.
604 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Optimist Retirement Group's 13F filing for Q3 2026, filed 30 Oct 2026.