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

Paladin Wealth’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
Q2 		$492K Buy
7,281
+2,092
+40% +$135K 0.29% 99
2026
Q1 		$307K Buy
5,189
+705
+16% +$42.9K 0.21% 109
2025
Q4 		$260K Buy
+4,484
New +$258K 0.18% 114

Other funds holding SPMD

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
MSA
Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Paladin Wealth's SPMD Position: Q2 2026 in Review

Paladin Wealth increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 40% in Q2 2026, buying an estimated $135K and bringing the position to 7,281 shares worth $492K. The position accounts for 0.29% of the portfolio, ranked #99.

Paladin Wealth first reported a position in SPMD in Q4 2025 and has held it in 3 quarters since. 145 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Paladin Wealth held 7,281 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $492K as of Q2 2026.
  • Paladin Wealth bought 2,092 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $135K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.29% of Paladin Wealth's portfolio in Q2 2026, its #99 holding.
  • Paladin Wealth first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 145 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Paladin Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.