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

Outlook 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	$517K	Buy	8,209 +98	+1%	+$6.48K	0.11%	182
2026 Q2	$547K	Sell	8,111 -371	-4%	-$23.9K	0.12%	165
2026 Q1	$502K	Sell	8,482 -399	-4%	-$24.3K	0.12%	170
2025 Q4	$514K	Buy	8,881 +160	+2%	+$9.19K	0.12%	159
2025 Q3	$499K	Sell	8,721 -190	-2%	-$10.7K	0.12%	159
2025 Q2	$485K	Sell	8,911 -126	-1%	-$6.49K	0.12%	150
2025 Q1	$463K	Buy	9,037 +791	+10%	+$43.1K	0.13%	144
2024 Q4	$451K	Sell	8,246 -641	-7%	-$36.1K	0.13%	149
2024 Q3	$486K	Buy	8,887 +61	+0.7%	+$3.23K	0.14%	133
2024 Q2	$522K	Buy	8,826 +76	+0.9%	+$3.92K	0.16%	126
2024 Q1	$467K	Sell	8,750 -5,569	-39%	-$277K	0.14%	144
2023 Q4	$698K	Buy	14,319 +4,190	+41%	+$187K	0.24%	86
2023 Q3	$444K	Sell	10,129 -194	-2%	-$8.92K	0.17%	128
2023 Q2	$474K	Sell	10,323 -237	-2%	-$10.4K	0.18%	131
2023 Q1	$464K	Buy	+10,560	New	+$473K	0.21%	118
2022 Q2	–	Sell	-30,500	Closed	-$1.44M	–	205
2022 Q1	$1.44M	Sell	30,500 -460	-1%	-$21.5K	0.48%	50
2021 Q4	$1.54M	Buy	+30,960	New	+$1.51M	0.45%	50

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

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

Outlook Wealth Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.2% in Q3 2026, buying an estimated $6.48K and bringing the position to 8,209 shares worth $517K. The position accounts for 0.11% of the portfolio, ranked #182.

Outlook Wealth Advisors first reported a position in SPMD in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.54M in Q4 2021. 762 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Outlook Wealth Advisors held 8,209 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $517K as of Q3 2026.
Outlook Wealth Advisors bought 98 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $6.48K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.11% of Outlook Wealth Advisors's portfolio in Q3 2026, its #182 holding.
Outlook Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and has held it in 17 quarters since.
Outlook Wealth Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.54M in Q4 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 Outlook Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.