SYM Financial Corp’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

SYM Financial Corp’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	$126K	Hold	2,000	–	–	0.01%	433
2026 Q2	$135K	Hold	2,000	–	–	0.01%	404
2026 Q1	$118K	Buy	+2,000	New	+$122K	0.01%	338
2025 Q4	–	Sell	-2,000	Closed	-$114K	–	452
2025 Q3	$114K	Buy	+2,000	New	+$113K	0.01%	338

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

SYM Financial Corp's SPMD Position: Q3 2026 in Review

SYM Financial Corp held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q3 2026 at 2,000 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #433.

SYM Financial Corp first reported a position in SPMD in Q3 2025 and has held it in 4 quarters since. The position peaked at $135K in Q2 2026. 520 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

SYM Financial Corp held 2,000 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $126K as of Q3 2026.
SYM Financial Corp left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of SYM Financial Corp's portfolio in Q3 2026, its #433 holding.
SYM Financial Corp first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2025 and has held it in 4 quarters since.
SYM Financial Corp's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $135K in Q2 2026.
520 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.