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 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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

WAP

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Register Financial Advisors's SPMD Position: Q2 2026 in Review

Register Financial Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.59% in Q2 2026, buying an estimated $33.4K and bringing the position to 88,790 shares worth $6M. The position accounts for 1.84% of the portfolio, ranked #6.

Register Financial Advisors first reported a position in SPMD in Q4 2022 and has held it in 15 quarters since. 408 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Register Financial Advisors held 88,790 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $6M as of Q2 2026.
Register Financial Advisors bought 519 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $33.4K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.84% of Register Financial Advisors's portfolio in Q2 2026, its #6 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 15 quarters since.
408 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.