Peterson Wealth Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $43.3M | Sell |
730,796
-4,750
| -0.6% | -$289K | 5.76% | 5 |
|
|
2025
Q4 | $42.6M | Buy |
735,546
+1,867
| +0.3% | +$107K | 5.68% | 6 |
|
|
2025
Q3 | $41.9M | Buy |
733,679
+36,950
| +5% | +$2.08M | 6.27% | 3 |
|
|
2025
Q2 | $37.9M | Buy |
696,729
+10,347
| +2% | +$533K | 6.25% | 4 |
|
|
2025
Q1 | $31.5M | Buy |
686,382
+13,633
| +2% | +$743K | 6.09% | 5 |
|
|
2024
Q4 | $37.1M | Buy |
672,749
+19,413
| +3% | +$1.09M | 6.69% | 5 |
|
|
2024
Q3 | $35.7M | Buy |
653,336
+29,087
| +5% | +$1.54M | 6.75% | 4 |
|
|
2024
Q2 | $32M | Buy |
624,249
+10,441
| +2% | +$539K | 6.72% | 4 |
|
|
2024
Q1 | $32.7M | Buy |
613,808
+13,072
| +2% | +$650K | 6.96% | 4 |
|
|
2023
Q4 | $29.3M | Buy |
600,736
+18,966
| +3% | +$845K | 6.95% | 4 |
|
|
2023
Q3 | $25.5M | Buy |
581,770
+15,747
| +3% | +$724K | 6.85% | 4 |
|
|
2023
Q2 | $26.1M | Sell |
566,023
-174
| -0% | -$7.6K | 6.89% | 4 |
|
|
2023
Q1 | $24.9M | Buy |
566,197
+19,654
| +4% | +$880K | 6.85% | 4 |
|
|
2022
Q4 | $23.2M | Buy |
546,543
+11,366
| +2% | +$483K | 7.01% | 3 |
|
|
2022
Q3 | $20.6M | Sell |
535,177
-2,971
| -0.6% | -$126K | 6.93% | 4 |
|
|
2022
Q2 | $21.4M | Buy |
538,148
+27,953
| +5% | +$1.21M | 7.05% | 4 |
|
|
2022
Q1 | $24.1M | Buy |
510,195
+15,219
| +3% | +$712K | 7.12% | 3 |
|
|
2021
Q4 | $24.6M | Buy |
494,976
+28,921
| +6% | +$1.41M | 7.1% | 3 |
|
|
2021
Q3 | $21.5M | Buy |
466,055
+6,288
| +1% | +$297K | 7.11% | 4 |
|
|
2021
Q2 | $21.7M | Buy |
459,767
+33,885
| +8% | +$1.61M | 7.7% | 3 |
|
|
2021
Q1 | $19.5M | Sell |
425,882
-2,188
| -0.5% | -$96K | 7.93% | 3 |
|
|
2020
Q4 | $17.3M | Buy |
428,070
+10,087
| +2% | +$374K | 7.61% | 3 |
|
|
2020
Q3 | $13.6M | Sell |
417,983
-1,211
| -0.3% | -$39.8K | 6.99% | 4 |
|
|
2020
Q2 | $13.1M | Buy |
419,194
+50,781
| +14% | +$1.48M | 6.98% | 4 |
|
|
2020
Q1 | $9.33M | Buy |
368,413
+31,379
| +9% | +$1.03M | 6.05% | 4 |
|
|
2019
Q4 | $12.2M | Sell |
337,034
-1,607
| -0.5% | -$56K | 6.98% | 3 |
|
|
2019
Q3 | $11.5M | Buy |
338,641
+15,600
| +5% | +$526K | 7.03% | 3 |
|
|
2019
Q2 | $11M | Buy |
323,041
+20,470
| +7% | +$689K | 6.97% | 3 |
|
|
2019
Q1 | $10.4M | Buy |
302,571
+12,256
| +4% | +$401K | 6.99% | 3 |
|
|
2018
Q4 | $8.54M | Buy |
290,315
+32,467
| +13% | +$1.06M | 6.76% | 3 |
|
|
2018
Q3 | $9.32M | Buy |
257,848
+14,837
| +6% | +$537K | 6.8% | 3 |
|
|
2018
Q2 | $8.48M | Buy |
243,011
+7,209
| +3% | +$248K | 6.87% | 3 |
|
|
2018
Q1 | $7.82M | Buy |
235,802
+170,182
| +259% | +$5.73M | 6.46% | 4 |
|
|
2017
Q4 | $2.19M | Buy |
+65,620
| New | +$2.15M | 1.98% | 10 |
|
Other funds holding SPMD
VA
AG
FWI
Peterson Wealth Advisors's SPMD Position: Q1 2026 in Review
Peterson Wealth Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.65% in Q1 2026, selling an estimated $289K and leaving 730,796 shares worth $43.3M. The position accounts for 5.76% of the portfolio, ranked #5.
Peterson Wealth Advisors first reported a position in SPMD in Q4 2017 and has held it in 34 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.
- Peterson Wealth Advisors held 730,796 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $43.3M as of Q1 2026.
- Peterson Wealth Advisors sold 4,750 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $289K.
- State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 5.76% of Peterson Wealth Advisors's portfolio in Q1 2026, its #5 holding.
- Peterson Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2017 and has held it in 34 quarters since.
- 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.
Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.