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

Tompkins Financial’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 Q2	$139K	Buy	2,052 +795	+63%	+$51.1K	0.01%	240
2026 Q1	$74.4K	Buy	1,257 +406	+48%	+$24.7K	0.01%	286
2025 Q4	$49.3K	Buy	+851	New	+$48.9K	﹤0.01%	307
2025 Q3	–	Sell	-590	Closed	-$32.1K	–	558
2025 Q2	$32.1K	Hold	590	–	–	﹤0.01%	352
2025 Q1	$30.2K	Hold	590	–	–	﹤0.01%	371
2024 Q4	$32.3K	Hold	590	–	–	﹤0.01%	359
2024 Q3	$32.3K	Hold	590	–	–	﹤0.01%	373
2024 Q2	$30.3K	Hold	590	–	–	﹤0.01%	391
2024 Q1	$31.5K	Hold	590	–	–	﹤0.01%	397
2023 Q4	$28.7K	Hold	590	–	–	﹤0.01%	395
2023 Q3	$25.8K	Buy	+590	New	+$27.1K	﹤0.01%	385

Other funds holding SPMD

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

XY Planning Network Bozeman, Montana $797M AUM 18.73% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return