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

Tilia Fiduciary 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	$4.7M	Buy	74,502 +8,746	+13%	+$578K	2.16%	11
2026 Q2	$4.44M	Buy	65,756 +9,459	+17%	+$609K	2.11%	10
2026 Q1	$3.33M	Buy	56,297 +6,652	+13%	+$405K	1.83%	14
2025 Q4	$2.87M	Buy	49,645 +9,125	+23%	+$524K	1.59%	14
2025 Q3	$2.32M	Buy	40,520 +14,032	+53%	+$791K	1.34%	29
2025 Q2	$1.44M	Buy	26,488 +1,599	+6%	+$82.4K	0.88%	44
2025 Q1	$1.27M	Buy	24,889 +1,996	+9%	+$109K	0.85%	47
2024 Q4	$1.25M	Buy	22,893 +2,917	+15%	+$164K	0.85%	45
2024 Q3	$1.09M	Sell	19,976 -383	-2%	-$20.3K	0.76%	46
2024 Q2	$1.04M	Buy	20,359 +3,369	+20%	+$174K	0.82%	45
2024 Q1	$906K	Buy	16,990 +4,175	+33%	+$208K	0.73%	49
2023 Q4	$624K	Buy	12,815 +2,637	+26%	+$117K	0.58%	60
2023 Q3	$446K	Buy	10,178 +1,973	+24%	+$90.7K	0.46%	64
2023 Q2	$377K	Buy	8,205 +2,157	+36%	+$94.2K	0.34%	70
2023 Q1	$266K	Buy	6,048 +316	+6%	+$14.1K	0.25%	91
2022 Q4	$244K	Buy	5,732 +80	+1%	+$3.4K	0.23%	90
2022 Q3	$224K	Buy	5,652 +106	+2%	+$4.5K	0.23%	89
2022 Q2	$222K	Buy	5,546 +310	+6%	+$13.4K	0.21%	91
2022 Q1	$247K	Buy	5,236 +1	+0%	+$47	0.21%	92
2021 Q4	$260K	Buy	+5,235	New	+$256K	0.21%	92

Other funds holding SPMD

AOI

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

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 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

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

JTBR

James T. Borello RIA East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Tilia Fiduciary Partners's SPMD Position: Q3 2026 in Review

Tilia Fiduciary Partners increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 13% in Q3 2026, buying an estimated $578K and bringing the position to 74,502 shares worth $4.7M. The position accounts for 2.16% of the portfolio, ranked #11.

Tilia Fiduciary Partners first reported a position in SPMD in Q4 2021 and has held it in 20 quarters since. 129 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Tilia Fiduciary Partners held 74,502 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $4.7M as of Q3 2026.
Tilia Fiduciary Partners bought 8,746 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $578K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 2.16% of Tilia Fiduciary Partners's portfolio in Q3 2026, its #11 holding.
Tilia Fiduciary Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and has held it in 20 quarters since.
129 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2026, filed 9 Oct 2026.