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

ORBA Wealth 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	$1.24M	Sell	19,689 -876	-4%	-$57.9K	1.06%	28
2026 Q2	$1.39M	Sell	20,565 -6,221	-23%	-$400K	1.19%	28
2026 Q1	$1.59M	Sell	26,786 -2,559	-9%	-$156K	1.89%	18
2025 Q4	$1.7M	Sell	29,345 -4,974	-14%	-$286K	1.48%	21
2025 Q3	$1.96M	Sell	34,319 -823	-2%	-$46.4K	1.62%	20
2025 Q2	$1.91M	Sell	35,142 -51,899	-60%	-$2.67M	1.74%	21
2025 Q1	$4.45M	Buy	87,041 +23,203	+36%	+$1.26M	2.25%	15
2024 Q4	$3.49M	Sell	63,838 -37	-0.1%	-$2.08K	1.82%	20
2024 Q3	$3.49M	Buy	63,875 +2,222	+4%	+$117K	1.77%	19
2024 Q2	$3.16M	Buy	61,653 +1,227	+2%	+$63.3K	1.64%	22
2024 Q1	$3.22M	Buy	60,426 +3,572	+6%	+$178K	1.78%	21
2023 Q4	$2.77M	Buy	+56,854	New	+$2.53M	1.66%	21

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

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 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

ORBA Wealth Advisors's SPMD Position: Q3 2026 in Review

ORBA Wealth Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 4.3% in Q3 2026, selling an estimated $57.9K and leaving 19,689 shares worth $1.24M. The position accounts for 1.06% of the portfolio, ranked #28.

ORBA Wealth Advisors first reported a position in SPMD in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.45M in Q1 2025. 325 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

ORBA Wealth Advisors held 19,689 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.24M as of Q3 2026.
ORBA Wealth Advisors sold 876 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $57.9K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.06% of ORBA Wealth Advisors's portfolio in Q3 2026, its #28 holding.
ORBA Wealth Advisors 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.
ORBA Wealth Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $4.45M in Q1 2025.
325 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

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