Phillips Financial Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Phillips Financial Management’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	$201K	Hold	3,195	–	–	0.02%	200
2026 Q2	$216K	Hold	3,195	–	–	0.02%	197
2026 Q1	$189K	Hold	3,195	–	–	0.01%	197
2025 Q4	$185K	Hold	3,195	–	–	0.01%	208
2025 Q3	$183K	Hold	3,195	–	–	0.01%	217
2025 Q2	$174K	Hold	3,195	–	–	0.01%	187
2025 Q1	$164K	Hold	3,195	–	–	0.01%	183
2024 Q4	$175K	Hold	3,195	–	–	0.01%	177
2024 Q3	$175K	Sell	3,195 -8	-0.2%	-$423	0.01%	185
2024 Q2	$164K	Buy	3,203 +8	+0.3%	+$413	0.01%	187
2024 Q1	$170K	Hold	3,195	–	–	0.01%	183
2023 Q4	$156K	Buy	+3,195	New	+$142K	0.01%	169

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

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Phillips Financial Management's SPMD Position: Q3 2026 in Review

Phillips Financial Management held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q3 2026 at 3,195 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #200.

Phillips Financial Management first reported a position in SPMD in Q4 2023 and has held it in 12 quarters since. The position peaked at $216K in Q2 2026. 249 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Phillips Financial Management held 3,195 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $201K as of Q3 2026.
Phillips Financial Management left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.02% of Phillips Financial Management's portfolio in Q3 2026, its #200 holding.
Phillips Financial Management 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.
Phillips Financial Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $216K in Q2 2026.
249 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.