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

Precedent Wealth Partners’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	$343K	Hold	5,440	–	–	0.05%	160
2026 Q2	$368K	Sell	5,440 -55	-1%	-$3.54K	0.06%	163
2026 Q1	$325K	Sell	5,495 -143	-3%	-$8.7K	0.07%	144
2025 Q4	$326K	Hold	5,638	–	–	0.07%	148
2025 Q3	$322K	Hold	5,638	–	–	0.07%	146
2025 Q2	$307K	Sell	5,638 -5,473	-49%	-$282K	0.08%	143
2025 Q1	$569K	Sell	11,111 -12,157	-52%	-$663K	0.16%	116
2024 Q4	$1.27M	Sell	23,268 -97,813	-81%	-$5.5M	0.42%	69
2024 Q3	$6.62M	Buy	121,081 +43,005	+55%	+$2.27M	2.18%	9
2024 Q2	$4.01M	Buy	78,076 +32,842	+73%	+$1.69M	1.61%	13
2024 Q1	$2.41M	Buy	45,234 +21,590	+91%	+$1.07M	1.04%	20
2023 Q4	$1.15M	Buy	+23,644	New	+$1.05M	0.59%	37

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

Precedent Wealth Partners's SPMD Position: Q3 2026 in Review

Precedent Wealth Partners held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q3 2026 at 5,440 shares worth $343K. The position accounts for 0.05% of the portfolio, ranked #160.

Precedent Wealth Partners first reported a position in SPMD in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.62M in Q3 2024. 247 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Precedent Wealth Partners held 5,440 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $343K as of Q3 2026.
Precedent Wealth Partners 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 0.05% of Precedent Wealth Partners's portfolio in Q3 2026, its #160 holding.
Precedent Wealth Partners 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.
Precedent Wealth Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $6.62M in Q3 2024.
247 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.