Summit Wealth Group (Colorado)’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Summit Wealth Group (Colorado)’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	$224K	Buy	3,557 +19	+0.5%	+$1.26K	0.01%	407
2026 Q2	$239K	Hold	3,538	–	–	0.02%	342
2026 Q1	$210K	Hold	3,538	–	–	0.02%	325
2025 Q4	$205K	Buy	+3,538	New	+$203K	0.03%	266

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

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return

Summit Wealth Group (Colorado)'s SPMD Position: Q3 2026 in Review

Summit Wealth Group (Colorado) increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.54% in Q3 2026, buying an estimated $1.26K and bringing the position to 3,557 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #407.

Summit Wealth Group (Colorado) first reported a position in SPMD in Q4 2025 and has held it in 4 quarters since. The position peaked at $239K in Q2 2026. 673 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Summit Wealth Group (Colorado) held 3,557 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $224K as of Q3 2026.
Summit Wealth Group (Colorado) bought 19 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $1.26K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #407 holding.
Summit Wealth Group (Colorado) first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2025 and has held it in 4 quarters since.
Summit Wealth Group (Colorado)'s State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $239K in Q2 2026.
673 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.