Post Resch Tallon Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Post Resch Tallon Group’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	$4.09M	Sell	60,612 -33	-0.1%	-$2.12K	2.83%	7
2026 Q1	$3.61M	Buy	60,645 +3,431	+6%	+$209K	2.92%	8
2025 Q4	$3.31M	Buy	57,214 +10,220	+22%	+$587K	2.8%	8
2025 Q3	$2.69M	Sell	46,994 -243	-0.5%	-$13.7K	2.38%	10
2025 Q2	$2.57M	Buy	47,237 +187	+0.4%	+$9.63K	2.47%	10
2025 Q1	$2.4M	Buy	47,050 +3,907	+9%	+$213K	2.45%	11
2024 Q4	$2.35M	Buy	+43,143	New	+$2.43M	2.27%	12

Other funds holding SPMD

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Bill Few Associates Pittsburgh, Pennsylvania $468M AUM 25.45% 1-Year Est. Return