SMI Advisory Services
SPMD icon

SMI Advisory Services’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

SMI Advisory Services’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 		$298K Hold
4,636
– – 0.05% 49
2026
Q2 		$310K Sell
4,636
-229
-5% -$14.7K 0.05% 51
2026
Q1 		$292K Sell
4,865
-2,215
-31% -$135K 0.05% 52
2025
Q4 		$430K Sell
7,080
-637
-8% -$36.6K 0.07% 41
2025
Q3 		$445K Sell
7,717
-353
-4% -$19.9K 0.08% 35
2025
Q2 		$444K Sell
8,070
-19
-0.2% -$979 0.09% 34
2025
Q1 		$371K Sell
8,089
-360
-4% -$19.6K 0.08% 28
2024
Q4 		$462K Sell
8,449
-421
-5% -$23.7K 0.11% 41
2024
Q3 		$485K Sell
8,870
-928
-9% -$49.1K 0.11% 45
2024
Q2 		$496K Sell
9,798
-1,434
-13% -$74K 0.12% 47
2024
Q1 		$592K Sell
11,232
-1,221
-10% -$60.7K 0.17% 48
2023
Q4 		$596K Sell
12,453
-1,165
-9% -$51.9K 0.15% 29
2023
Q3 		$583K Buy
+13,618
New +$626K 0.21% 28
2023
Q1 		$596K Sell
14,018
-84
-0.6% -$3.76K 0.2% 28
2022
Q4 		$544K Hold
14,102
– – 0.18% 30
2022
Q3 		$544K Buy
14,102
+8,917
+172% +$378K 0.18% 30
2022
Q2 		$206K Sell
5,185
-145
-3% -$6.29K 0.07% 37
2022
Q1 		$251K Sell
5,330
-223
-4% -$10.4K 0.09% 33
2021
Q4 		$276K Sell
5,553
-31
-0.6% -$1.51K 0.11% 31
2021
Q3 		$258K Sell
5,584
-287
-5% -$13.6K 0.12% 25
2021
Q2 		$277K Sell
5,871
-124
-2% -$5.88K 0.12% 25
2021
Q1 		$274K Buy
+5,995
New +$263K 0.12% 26

Other funds holding SPMD

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
NPI
New Perspectives Inc Ridgeland, Mississippi $329M AUM 9.94% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
JTBR
James T. Borello RIA East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return

SMI Advisory Services's SPMD Position: Q3 2026 in Review

SMI Advisory Services held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q3 2026 at 4,636 shares worth $298K. The position accounts for 0.05% of the portfolio, ranked #49.

SMI Advisory Services first reported a position in SPMD in Q1 2021 and has held it in 22 quarters since. The position peaked at $596K in Q4 2023. 160 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

  • SMI Advisory Services held 4,636 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $298K as of Q3 2026.
  • SMI Advisory Services 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 0.05% of SMI Advisory Services's portfolio in Q3 2026, its #49 holding.
  • SMI Advisory Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • SMI Advisory Services's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $596K in Q4 2023.
  • 160 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on SMI Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.