Register Financial 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 Q3	$5.73M	Buy	90,941 +2,151	+2%	+$142K	1.79%	8
2026 Q2	$6M	Buy	88,790 +519	+0.6%	+$33.4K	1.84%	6
2026 Q1	$5.23M	Buy	88,271 +2,377	+3%	+$145K	1.93%	5
2025 Q4	$4.97M	Buy	85,894 +6,295	+8%	+$362K	1.94%	8
2025 Q3	$4.55M	Buy	79,599 +3,079	+4%	+$173K	1.79%	8
2025 Q2	$4.16M	Buy	76,520 +4,699	+7%	+$242K	1.82%	7
2025 Q1	$3.68M	Buy	71,821 +2,592	+4%	+$141K	1.91%	8
2024 Q4	$3.79M	Buy	69,229 +5,305	+8%	+$299K	1.9%	10
2024 Q3	$3.5M	Buy	63,924 +1,895	+3%	+$100K	1.79%	10
2024 Q2	$3.18M	Buy	62,029 +1,681	+3%	+$86.7K	1.61%	10
2024 Q1	$3.22M	Buy	60,348 +1,480	+3%	+$73.6K	1.67%	11
2023 Q4	$2.87M	Sell	58,868 -360	-0.6%	-$16K	1.92%	10
2023 Q3	$2.59M	Buy	59,228 +1,525	+3%	+$70.1K	1.9%	9
2023 Q2	$2.65M	Buy	57,703 +2,893	+5%	+$126K	1.89%	11
2023 Q1	$2.41M	Buy	54,810 +1,593	+3%	+$71.3K	1.89%	11
2022 Q4	$2.26M	Buy	+53,217	New	+$2.26M	1.44%	9

Other funds holding SPMD

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 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

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 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

TSG Advice Partners Columbus, Ohio $764M AUM

Register Financial Advisors's SPMD Position: Q3 2026 in Review

Register Financial Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.4% in Q3 2026, buying an estimated $142K and bringing the position to 90,941 shares worth $5.73M. The position accounts for 1.79% of the portfolio, ranked #8.

Register Financial Advisors first reported a position in SPMD in Q4 2022 and has held it in 16 quarters since. The position peaked at $6M in Q2 2026. 363 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Register Financial Advisors held 90,941 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $5.73M as of Q3 2026.
Register Financial Advisors bought 2,151 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $142K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.79% of Register Financial Advisors's portfolio in Q3 2026, its #8 holding.
Register Financial Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2022 and has held it in 16 quarters since.
Register Financial Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $6M in Q2 2026.
363 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Register Financial Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.