SFM LLC’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

SFM LLC’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	$387K	Sell	6,132 -365	-6%	-$24.1K	0.19%	50
2026 Q2	$439K	Hold	6,497	–	–	0.23%	49
2026 Q1	$385K	Sell	6,497 -1,000	-13%	-$60.9K	0.23%	49
2025 Q4	$434K	Sell	7,497 -43	-0.6%	-$2.47K	0.25%	49
2025 Q3	$431K	Hold	7,540	–	–	0.25%	45
2025 Q2	$410K	Hold	7,540	–	–	0.26%	46
2025 Q1	$386K	Sell	7,540 -523	-6%	-$28.5K	0.28%	48
2024 Q4	$441K	Hold	8,063	–	–	0.31%	50
2024 Q3	$441K	Sell	8,063 -187	-2%	-$9.9K	0.33%	46
2024 Q2	$423K	Sell	8,250 -158	-2%	-$8.15K	0.32%	46
2024 Q1	$448K	Sell	8,408 -449	-5%	-$22.3K	0.34%	45
2023 Q4	$432K	Buy	+8,857	New	+$395K	0.36%	45

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

SFM LLC's SPMD Position: Q3 2026 in Review

SFM LLC reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 5.6% in Q3 2026, selling an estimated $24.1K and leaving 6,132 shares worth $387K. The position accounts for 0.19% of the portfolio, ranked #50.

SFM LLC first reported a position in SPMD in Q4 2023 and has held it in 12 quarters since. The position peaked at $448K in Q1 2024. 249 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

SFM LLC held 6,132 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $387K as of Q3 2026.
SFM LLC sold 365 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $24.1K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.19% of SFM LLC's portfolio in Q3 2026, its #50 holding.
SFM LLC 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.
SFM LLC's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $448K in Q1 2024.
249 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on SFM LLC's 13F filing for Q3 2026, filed 14 Oct 2026.