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Sterling Investment Advisors (Pennsylvania)’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
Q2 		$2.93M Sell
43,359
-48
-0.1% -$3.09K 0.49% 63
2026
Q1 		$2.57M Buy
43,407
+4,309
+11% +$262K 0.47% 63
2025
Q4 		$2.26M Sell
39,098
-538
-1% -$30.9K 0.42% 68
2025
Q3 		$2.27M Sell
39,636
-670
-2% -$37.7K 0.44% 65
2025
Q2 		$2.19M Buy
40,306
+1,302
+3% +$67.1K 0.48% 60
2025
Q1 		$2M Buy
39,004
+6,494
+20% +$354K 0.48% 59
2024
Q4 		$1.78M Sell
32,510
-483
-1% -$27.2K 0.43% 65
2024
Q3 		$1.8M Buy
32,993
+2,294
+7% +$121K 0.46% 64
2024
Q2 		$1.57M Buy
30,699
+337
+1% +$17.4K 0.43% 63
2024
Q1 		$1.62M Buy
30,362
+561
+2% +$27.9K 0.46% 61
2023
Q4 		$1.45M Buy
29,801
+3,260
+12% +$145K 0.45% 61
2023
Q3 		$1.16M Buy
26,541
+801
+3% +$36.8K 0.41% 64
2023
Q2 		$1.18M Buy
25,740
+1,955
+8% +$85.4K 0.39% 69
2023
Q1 		$1.05M Buy
23,785
+3,325
+16% +$149K 0.35% 73
2022
Q4 		$870K Buy
20,460
+1,535
+8% +$65.2K 0.31% 82
2022
Q3 		$730K Sell
18,925
-75
-0.4% -$3.18K 0.27% 86
2022
Q2 		$754K Buy
19,000
+300
+2% +$13K 0.26% 85
2022
Q1 		$882K Sell
18,700
-300
-2% -$14K 0.25% 93
2021
Q4 		$945K Hold
19,000
– – 0.27% 86
2021
Q3 		$877K Sell
19,000
-200
-1% -$9.44K 0.26% 89
2021
Q2 		$906K Hold
19,200
– – 0.27% 88
2021
Q1 		$879K Hold
19,200
– – 0.28% 85
2020
Q4 		$776K Sell
19,200
-500
-3% -$18.5K 0.26% 85
2020
Q3 		$643K Sell
19,700
-900
-4% -$29.6K 0.25% 89
2020
Q2 		$643K Buy
20,600
+500
+2% +$14.6K 0.27% 83
2020
Q1 		$509K Sell
20,100
-800
-4% -$26.2K 0.27% 79
2019
Q4 		$757K Sell
20,900
-200
-0.9% -$6.97K 0.35% 69
2019
Q3 		$715K Hold
21,100
– – 0.37% 71
2019
Q2 		$719K Buy
21,100
+200
+1% +$6.74K 0.37% 71
2019
Q1 		$697K Buy
20,900
+6,400
+44% +$209K 0.36% 74
2018
Q4 		$426K Buy
14,500
+8,350
+136% +$272K 0.25% 82
2018
Q3 		$222K Buy
+6,150
New +$222K 0.12% 111

Other funds holding SPMD

FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s SPMD Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.11% in Q2 2026, selling an estimated $3.09K and leaving 43,359 shares worth $2.93M. The position accounts for 0.49% of the portfolio, ranked #63.

Sterling Investment Advisors (Pennsylvania) first reported a position in SPMD in Q3 2018 and has held it in 32 quarters since. 338 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 43,359 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.93M as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) sold 48 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $3.09K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.49% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #63 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2018 and has held it in 32 quarters since.
  • 338 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.