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Syntegra Private Wealth Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Syntegra Private Wealth Group’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 		$3.91M Sell
62,051
-6,262
-9% -$414K 0.3% 32
2026
Q2 		$4.62M Sell
68,313
-1,397
-2% -$89.9K 0.36% 30
2026
Q1 		$4.13M Sell
69,710
-43,256
-38% -$2.63M 0.39% 30
2025
Q4 		$6.54M Sell
112,966
-2,671
-2% -$153K 0.6% 23
2025
Q3 		$6.61M Sell
115,637
-5,371
-4% -$303K 0.62% 21
2025
Q2 		$6.58M Sell
121,008
-82,077
-40% -$4.23M 0.67% 21
2025
Q1 		$10.4M Buy
203,085
+33,756
+20% +$1.84M 1.22% 18
2024
Q4 		$9.26M Sell
169,329
-6,776
-4% -$381K 1.05% 18
2024
Q3 		$9.63M Sell
176,105
-1,171
-0.7% -$61.9K 1.11% 18
2024
Q2 		$9.09M Sell
177,276
-3,333
-2% -$172K 1.16% 15
2024
Q1 		$9.63M Sell
180,609
-1,181,243
-87% -$58.7M 1.24% 14
2023
Q4 		$66.3M Buy
1,361,852
+6,203
+0.5% +$276K 9.36% 5
2023
Q3 		$59.4M Buy
1,355,649
+65,134
+5% +$2.99M 9.32% 5
2023
Q2 		$59.2M Buy
1,290,515
+125,539
+11% +$5.48M 9.05% 5
2023
Q1 		$51.2M Buy
1,164,976
+128,682
+12% +$5.76M 9.11% 5
2022
Q4 		$44M Buy
+1,036,294
New +$44M 8.83% 4

Other funds holding SPMD

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NPI
New Perspectives Inc Ridgeland, Mississippi $329M AUM 9.94% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
MHWM
Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

Syntegra Private Wealth Group's SPMD Position: Q3 2026 in Review

Syntegra Private Wealth Group reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 9.2% in Q3 2026, selling an estimated $414K and leaving 62,051 shares worth $3.91M. The position accounts for 0.3% of the portfolio, ranked #32.

Syntegra Private Wealth Group first reported a position in SPMD in Q4 2022 and has held it in 16 quarters since. The position peaked at $66.3M in Q4 2023. 91 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

  • Syntegra Private Wealth Group held 62,051 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.91M as of Q3 2026.
  • Syntegra Private Wealth Group sold 6,262 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $414K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.3% of Syntegra Private Wealth Group's portfolio in Q3 2026, its #32 holding.
  • Syntegra Private Wealth Group 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.
  • Syntegra Private Wealth Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $66.3M in Q4 2023.
  • 91 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q3 2026, filed 13 Oct 2026.