Sigma Planning Corp
SPMD icon

Sigma Planning Corp’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Sigma Planning Corp’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 		$404K Hold
6,413
– – 0.01% 941
2026
Q2 		$433K Sell
6,413
-42
-0.7% -$2.7K 0.01% 979
2026
Q1 		$382K Sell
6,455
-494
-7% -$30.1K 0.01% 953
2025
Q4 		$402K Buy
6,949
+26
+0.4% +$1.49K 0.01% 888
2025
Q3 		$396K Sell
6,923
-1,050
-13% -$59.2K 0.01% 908
2025
Q2 		$434K Sell
7,973
-1
-0% -$52 0.01% 843
2025
Q1 		$408K Sell
7,974
-85
-1% -$4.63K 0.01% 811
2024
Q4 		$441K Sell
8,059
-97
-1% -$5.46K 0.01% 781
2024
Q3 		$446K Buy
8,156
+424
+5% +$22.4K 0.01% 786
2024
Q2 		$397K Sell
7,732
-518
-6% -$26.7K 0.01% 818
2024
Q1 		$440K Buy
8,250
+1,732
+27% +$86.1K 0.01% 810
2023
Q4 		$318K Sell
6,518
-2,199
-25% -$98K 0.02% 603
2023
Q3 		$382K Sell
8,717
-3,033
-26% -$139K 0.01% 829
2023
Q2 		$539K Buy
11,750
+6,144
+110% +$268K 0.02% 706
2023
Q1 		$246K Buy
+5,606
New +$251K 0.01% 1086

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Marathon Strategic Advisors
Marathon Strategic Advisors Pittsburgh, Pennsylvania $171M AUM 48.57% 1-Year Est. Return

Sigma Planning Corp's SPMD Position: Q3 2026 in Review

Sigma Planning Corp held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q3 2026 at 6,413 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #941.

Sigma Planning Corp first reported a position in SPMD in Q1 2023 and has held it in 15 quarters since. The position peaked at $539K in Q2 2023. 243 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

  • Sigma Planning Corp held 6,413 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $404K as of Q3 2026.
  • Sigma Planning Corp left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q3 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #941 holding.
  • Sigma Planning Corp first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2023 and has held it in 15 quarters since.
  • Sigma Planning Corp's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $539K in Q2 2023.
  • 243 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.