Stevens Capital Partners
SPMD icon

Stevens Capital Partners’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Stevens Capital Partners’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 		$3.4M Buy
53,893
+2,906
+6% +$192K 0.59% 42
2026
Q2 		$3.44M Sell
50,987
-202
-0.4% -$13K 0.66% 37
2026
Q1 		$3.03M Buy
51,189
+10,775
+27% +$656K 0.73% 33
2025
Q4 		$2.34M Buy
40,414
+2,592
+7% +$149K 0.61% 34
2025
Q3 		$2.16M Buy
37,822
+5,231
+16% +$295K 0.65% 32
2025
Q2 		$1.79M Sell
32,591
-452
-1% -$23.3K 0.64% 31
2025
Q1 		$1.69M Buy
33,043
+3,692
+13% +$201K 0.79% 23
2024
Q4 		$1.61M Buy
29,351
+2,571
+10% +$145K 0.73% 23
2024
Q3 		$1.46M Buy
26,780
+1,963
+8% +$104K 0.7% 25
2024
Q2 		$1.27M Buy
24,817
+4,281
+21% +$221K 0.66% 26
2024
Q1 		$1.1M Buy
20,536
+5,413
+36% +$269K 0.65% 30
2023
Q4 		$737K Buy
15,123
+981
+7% +$43.7K 0.51% 30
2023
Q3 		$619K Buy
14,142
+2,232
+19% +$103K 0.5% 29
2023
Q2 		$547K Sell
11,910
-965
-7% -$42.2K 0.42% 32
2023
Q1 		$566K Buy
12,875
+81
+0.6% +$3.63K 0.47% 31
2022
Q4 		$544K Buy
+12,794
New +$543K 0.48% 35

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return
Wealthcare Advisory Partners
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
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 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
Vicus Capital
Vicus Capital State College, Pennsylvania $1.58B AUM 16.34% 1-Year Est. Return
JNBA Financial Advisors
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 15.77% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Stevens Capital Partners's SPMD Position: Q3 2026 in Review

Stevens Capital Partners increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 5.7% in Q3 2026, buying an estimated $192K and bringing the position to 53,893 shares worth $3.4M. The position accounts for 0.59% of the portfolio, ranked #42.

Stevens Capital Partners first reported a position in SPMD in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.44M in Q2 2026. 463 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

  • Stevens Capital Partners held 53,893 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.4M as of Q3 2026.
  • Stevens Capital Partners bought 2,906 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $192K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.59% of Stevens Capital Partners's portfolio in Q3 2026, its #42 holding.
  • Stevens Capital Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Stevens Capital Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $3.44M in Q2 2026.
  • 463 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Stevens Capital Partners's 13F filing for Q3 2026, filed 29 Oct 2026.