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

Tranquility 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	$246K	Hold	3,903	–	–	0.09%	202
2026 Q2	$264K	Sell	3,903 -246	-6%	-$15.8K	0.09%	205
2026 Q1	$246K	Sell	4,149 -139	-3%	-$8.46K	0.09%	206
2025 Q4	$248K	Hold	4,288	–	–	0.09%	203
2025 Q3	$245K	Sell	4,288 -310	-7%	-$17.5K	0.08%	213
2025 Q2	$250K	Sell	4,598 -75	-2%	-$3.86K	0.09%	190
2025 Q1	$239K	Sell	4,673 -283	-6%	-$15.4K	0.09%	188
2024 Q4	$271K	Sell	4,956 -20	-0.4%	-$1.13K	0.1%	180
2024 Q3	$272K	Hold	4,976	–	–	0.1%	184
2024 Q2	$255K	Sell	4,976 -54	-1%	-$2.79K	0.1%	191
2024 Q1	$268K	Hold	5,030	–	–	0.1%	188
2023 Q4	$245K	Sell	5,030 -1,483	-23%	-$66.1K	0.1%	182
2023 Q3	$285K	Buy	6,513 +1,255	+24%	+$57.7K	0.12%	166
2023 Q2	$241K	Sell	5,258 -222	-4%	-$9.7K	0.1%	193
2023 Q1	$241K	Sell	5,480 -279	-5%	-$12.5K	0.11%	186
2022 Q4	$245K	Buy	+5,759	New	+$244K	0.12%	172

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

Tranquility Partners's SPMD Position: Q3 2026 in Review

Tranquility Partners held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q3 2026 at 3,903 shares worth $246K. The position accounts for 0.09% of the portfolio, ranked #202.

Tranquility Partners first reported a position in SPMD in Q4 2022 and has held it in 16 quarters since. The position peaked at $285K in Q3 2023. 169 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Tranquility Partners held 3,903 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $246K as of Q3 2026.
Tranquility Partners 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 0.09% of Tranquility Partners's portfolio in Q3 2026, its #202 holding.
Tranquility Partners 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.
Tranquility Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $285K in Q3 2023.
169 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Tranquility Partners's 13F filing for Q3 2026, filed 20 Oct 2026.