Spectrum Wealth Advisory Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Spectrum Wealth Advisory Group’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	–	Sell	-896	Closed	-$60.5K	–	443
2026 Q2	$60.5K	Buy	+896	New	+$57.6K	0.02%	131
2022 Q4	–	Sell	-5,830	Closed	-$225K	–	36
2022 Q3	$225K	Buy	5,830 +12	+0.2%	+$509	0.28%	36
2022 Q2	$231K	Buy	5,818 +12	+0.2%	+$521	0.26%	38
2022 Q1	$274K	Sell	5,806 -2,916	-33%	-$136K	0.26%	40
2021 Q4	$434K	Buy	8,722 +2,929	+51%	+$143K	0.39%	32
2021 Q3	$267K	Buy	5,793 +12	+0.2%	+$567	0.26%	38
2021 Q2	$273K	Buy	5,781 +8	+0.1%	+$380	0.27%	38
2021 Q1	$264K	Sell	5,773 -28	-0.5%	-$1.23K	0.25%	35
2020 Q4	$234K	Sell	5,801 -7,285	-56%	-$270K	0.26%	30
2020 Q3	$426K	Buy	13,086 +6,522	+99%	+$214K	0.27%	32
2020 Q2	$205K	Buy	+6,564	New	+$192K	0.29%	32

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

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Spectrum Wealth Advisory Group's SPMD Position: Q3 2026 in Review

Spectrum Wealth Advisory Group sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2026, closing a stake of 896 shares — an estimated $60.5K sold.

Spectrum Wealth Advisory Group first reported a position in SPMD in Q2 2020 and held it in 11 quarters. The position peaked at $434K in Q4 2021. 520 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Spectrum Wealth Advisory Group reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2026 after selling out during the quarter.
Spectrum Wealth Advisory Group sold 896 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $60.5K.
Spectrum Wealth Advisory Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2020 and held it in 11 quarters.
Spectrum Wealth Advisory Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $434K in Q4 2021.
520 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q3 2026, filed 29 Oct 2026.