Stewardship Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Stewardship Advisors’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	$5.26M	Buy	83,404 +514	+0.6%	+$34K	1.1%	23
2026 Q2	$5.6M	Sell	82,890 -115,620	-58%	-$7.44M	1.16%	20
2026 Q1	$11.8M	Buy	198,510 +6,492	+3%	+$395K	2.7%	8
2025 Q4	$11.1M	Buy	192,018 +89,016	+86%	+$5.11M	2.57%	9
2025 Q3	$5.89M	Buy	103,002 +853	+0.8%	+$48.1K	1.39%	20
2025 Q2	$5.55M	Buy	102,149 +890	+0.9%	+$45.8K	1.41%	20
2025 Q1	$5.18M	Buy	101,259 +1,806	+2%	+$98.4K	1.4%	22
2024 Q4	$5.44M	Sell	99,453 -489	-0.5%	-$27.5K	1.51%	16
2024 Q3	$5.46M	Sell	99,942 -39,807	-28%	-$2.1M	1.54%	16
2024 Q2	$7.17M	Buy	139,749 +17,044	+14%	+$879K	2.37%	10
2024 Q1	$6.55M	Buy	+122,705	New	+$6.1M	2.24%	13
2020 Q1	–	Sell	-82,385	Closed	-$2.98M	–	48
2019 Q4	$2.98M	Buy	+82,385	New	+$2.87M	1.88%	21

Other funds holding SPMD

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 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

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

TSG Advice Partners Columbus, Ohio $764M AUM

Stewardship Advisors's SPMD Position: Q3 2026 in Review

Stewardship Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.62% in Q3 2026, buying an estimated $34K and bringing the position to 83,404 shares worth $5.26M. The position accounts for 1.1% of the portfolio, ranked #23.

Stewardship Advisors first reported a position in SPMD in Q4 2019 and has held it in 12 quarters since. The position peaked at $11.8M in Q1 2026. 347 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Stewardship Advisors held 83,404 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $5.26M as of Q3 2026.
Stewardship Advisors bought 514 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $34K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.1% of Stewardship Advisors's portfolio in Q3 2026, its #23 holding.
Stewardship Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2019 and has held it in 12 quarters since.
Stewardship Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $11.8M in Q1 2026.
347 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.