TWM
SPMD icon

Trinity Wealth Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Trinity Wealth Management’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 		$1.22M Buy
18,100
+62
+0.3% +$3.99K 0.39% 40
2026
Q1 		$1.07M Buy
18,038
+280
+2% +$17K 0.39% 40
2025
Q4 		$1.03M Buy
17,758
+1,708
+11% +$98.1K 0.38% 35
2025
Q3 		$918K Sell
16,050
-50
-0.3% -$2.82K 0.34% 37
2025
Q2 		$876K Sell
16,100
-9,077
-36% -$468K 0.35% 36
2025
Q1 		$1.29M Buy
25,177
+1,143
+5% +$62.3K 0.59% 21
2024
Q4 		$1.31M Buy
24,034
+120
+0.5% +$6.75K 0.59% 25
2024
Q3 		$1.31M Buy
23,914
+473
+2% +$25K 0.6% 24
2024
Q2 		$1.2M Buy
23,441
+828
+4% +$42.7K 0.6% 24
2024
Q1 		$1.21M Buy
22,613
+752
+3% +$37.4K 0.62% 23
2023
Q4 		$1.07M Buy
21,861
+1,678
+8% +$74.8K 0.64% 26
2023
Q3 		$884K Buy
+20,183
New +$928K 0.55% 27

Other funds holding SPMD

FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Trinity Wealth Management's SPMD Position: Q2 2026 in Review

Trinity Wealth Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.34% in Q2 2026, buying an estimated $3.99K and bringing the position to 18,100 shares worth $1.22M. The position accounts for 0.39% of the portfolio, ranked #40.

Trinity Wealth Management first reported a position in SPMD in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.31M in Q4 2024. 356 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Trinity Wealth Management held 18,100 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.22M as of Q2 2026.
  • Trinity Wealth Management bought 62 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $3.99K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.39% of Trinity Wealth Management's portfolio in Q2 2026, its #40 holding.
  • Trinity Wealth Management 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.
  • Trinity Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.31M in Q4 2024.
  • 356 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Trinity Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.