Private Wealth Group
SPMD icon

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

Private Wealth 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
Q3 		$9.43M Buy
149,645
+4,478
+3% +$296K 3.59% 8
2026
Q2 		$9.8M Buy
145,167
+17,059
+13% +$1.1M 3.79% 8
2026
Q1 		$7.59M Buy
128,108
+1,544
+1% +$94K 3.54% 7
2025
Q4 		$7.33M Buy
126,564
+3,006
+2% +$173K 3.52% 7
2025
Q3 		$7.07M Sell
123,558
-10,712
-8% -$603K 3.52% 8
2025
Q2 		$7.3M Sell
134,270
-24,263
-15% -$1.25M 3.88% 7
2025
Q1 		$8.11M Sell
158,533
-66
-0% -$3.6K 4.77% 5
2024
Q4 		$8.67M Buy
158,599
+4,432
+3% +$249K 4.24% 6
2024
Q3 		$8.43M Sell
154,167
-2,600
-2% -$137K 4.21% 6
2024
Q2 		$8.04M Sell
156,767
-378
-0.2% -$19.5K 4.22% 6
2024
Q1 		$8.38M Buy
157,145
+6,676
+4% +$332K 4.34% 6
2023
Q4 		$7.33M Sell
150,469
-4,238
-3% -$189K 4.16% 8
2023
Q3 		$6.77M Buy
154,707
+64,277
+71% +$2.96M 4.44% 8
2023
Q2 		$4.15M Buy
90,430
+55,090
+156% +$2.41M 4.27% 8
2023
Q1 		$1.55M Sell
35,340
-4,638
-12% -$208K 2.14% 12
2022
Q4 		$1.7M Sell
39,978
-189
-0.5% -$8.02K 2.41% 11
2022
Q3 		$1.55M Sell
40,167
-58,237
-59% -$2.47M 2.42% 10
2022
Q2 		$3.91M Sell
98,404
-48,892
-33% -$2.12M 4.84% 5
2022
Q1 		$6.95M Sell
147,296
-15,809
-10% -$739K 5.11% 4
2021
Q4 		$8.11M Buy
163,105
+605
+0.4% +$29.6K 5.5% 5
2021
Q3 		$7.5M Buy
162,500
+4,455
+3% +$210K 4.95% 6
2021
Q2 		$7.46M Buy
158,045
+9,431
+6% +$448K 4.94% 6
2021
Q1 		$6.8M Sell
148,614
-1,875
-1% -$82.3K 4.86% 6
2020
Q4 		$6.08M Sell
150,489
-8,835
-6% -$328K 5.06% 6
2020
Q3 		$5.2M Buy
159,324
+151,310
+1,888% +$4.97M 4.22% 6
2020
Q2 		$250K Buy
+8,014
New +$234K 0.21% 26

Other funds holding SPMD

Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
RKL Wealth Management
RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
Atlas Private Wealth Advisors
Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Private Wealth Group's SPMD Position: Q3 2026 in Review

Private Wealth Group increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3.1% in Q3 2026, buying an estimated $296K and bringing the position to 149,645 shares worth $9.43M. The position accounts for 3.59% of the portfolio, ranked #8.

Private Wealth Group first reported a position in SPMD in Q2 2020 and has held it in 26 quarters since. The position peaked at $9.8M in Q2 2026. 325 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

  • Private Wealth Group held 149,645 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $9.43M as of Q3 2026.
  • Private Wealth Group bought 4,478 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $296K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 3.59% of Private Wealth Group's portfolio in Q3 2026, its #8 holding.
  • Private Wealth Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2020 and has held it in 26 quarters since.
  • Private Wealth Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $9.8M in Q2 2026.
  • 325 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Private Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.