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

SFG Wealth Management’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	$1.08M	Buy	17,124 +505	+3%	+$33.4K	0.38%	44
2026 Q2	$1.12M	Buy	16,619 +10,109	+155%	+$650K	0.4%	41
2026 Q1	$385K	Buy	6,510 +2,732	+72%	+$166K	0.16%	78
2025 Q4	$219K	Buy	+3,778	New	+$217K	0.09%	126

Other funds holding SPMD

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 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

SFG Wealth Management's SPMD Position: Q3 2026 in Review

SFG Wealth Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3% in Q3 2026, buying an estimated $33.4K and bringing the position to 17,124 shares worth $1.08M. The position accounts for 0.38% of the portfolio, ranked #44.

SFG Wealth Management first reported a position in SPMD in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.12M in Q2 2026. 524 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

SFG Wealth Management held 17,124 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.08M as of Q3 2026.
SFG Wealth Management bought 505 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $33.4K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.38% of SFG Wealth Management's portfolio in Q3 2026, its #44 holding.
SFG Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2025 and has held it in 4 quarters since.
SFG Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.12M in Q2 2026.
524 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on SFG Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.