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 Q3	$127K	Sell	2,017 -35	-2%	-$2.32K	0.01%	249
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

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

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

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

Tompkins Financial's SPMD Position: Q3 2026 in Review

Tompkins Financial reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.7% in Q3 2026, selling an estimated $2.32K and leaving 2,017 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #249.

Tompkins Financial first reported a position in SPMD in Q3 2023 and has held it in 12 quarters since. The position peaked at $139K in Q2 2026. 136 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Tompkins Financial held 2,017 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $127K as of Q3 2026.
Tompkins Financial sold 35 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $2.32K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Tompkins Financial's portfolio in Q3 2026, its #249 holding.
Tompkins Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2023 and has held it in 12 quarters since.
Tompkins Financial's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $139K in Q2 2026.
136 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.