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SPMD icon

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

TrueFG’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 		$5.44M Buy
86,296
+1,368
+2% +$90.5K 1.26% 13
2026
Q2 		$5.74M Buy
84,928
+1,391
+2% +$89.5K 1.34% 13
2026
Q1 		$4.95M Buy
83,537
+523
+0.6% +$31.8K 1.31% 13
2025
Q4 		$4.81M Buy
83,014
+5,558
+7% +$319K 1.29% 13
2025
Q3 		$4.43M Buy
77,456
+2,291
+3% +$129K 1.22% 13
2025
Q2 		$4.09M Buy
75,165
+2,959
+4% +$152K 1.21% 13
2025
Q1 		$3.7M Buy
72,206
+7,480
+12% +$408K 1.22% 13
2024
Q4 		$3.54M Buy
64,726
+1,650
+3% +$92.9K 1.16% 13
2024
Q3 		$3.45M Buy
63,076
+943
+2% +$49.9K 1.13% 13
2024
Q2 		$3.19M Buy
62,133
+3,926
+7% +$203K 1.15% 13
2024
Q1 		$3.1M Buy
58,207
+5,139
+10% +$256K 1.14% 13
2023
Q4 		$2.59M Buy
53,068
+1,803
+4% +$80.3K 1.02% 13
2023
Q3 		$2.24M Sell
51,265
-133
-0.3% -$6.12K 0.97% 13
2023
Q2 		$2.36M Buy
51,398
+6,774
+15% +$296K 1.01% 13
2023
Q1 		$1.96M Buy
44,624
+2,454
+6% +$110K 0.89% 13
2022
Q4 		$1.79M Buy
42,170
+1,871
+5% +$79.4K 0.85% 13
2022
Q3 		$1.55M Buy
40,299
+2,197
+6% +$93.2K 0.82% 13
2022
Q2 		$1.51M Buy
38,102
+7,057
+23% +$306K 0.77% 13
2022
Q1 		$1.46M Buy
31,045
+447
+1% +$20.9K 0.66% 14
2021
Q4 		$1.52M Buy
30,598
+689
+2% +$33.7K 0.67% 14
2021
Q3 		$1.46M Buy
29,909
+1,578
+6% +$74.5K 0.66% 14
2021
Q2 		$1.34M Buy
28,331
+2,075
+8% +$98.5K 0.68% 14
2021
Q1 		$1.2M Sell
26,256
-671
-2% -$29.4K 0.65% 14
2020
Q4 		$1.09M Sell
26,927
-636
-2% -$23.6K 0.65% 14
2020
Q3 		$899K Buy
27,563
+981
+4% +$32.2K 0.63% 14
2020
Q2 		$831K Buy
26,582
+1,588
+6% +$46.4K 0.63% 14
2020
Q1 		$633K Buy
24,994
+7,537
+43% +$247K 0.57% 14
2019
Q4 		$632K Buy
+17,457
New +$608K 0.48% 14

Other funds holding SPMD

Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
RKL Wealth Management
RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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

TrueFG's SPMD Position: Q3 2026 in Review

TrueFG increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.6% in Q3 2026, buying an estimated $90.5K and bringing the position to 86,296 shares worth $5.44M. The position accounts for 1.26% of the portfolio, ranked #13.

TrueFG first reported a position in SPMD in Q4 2019 and has held it in 28 quarters since. The position peaked at $5.74M in Q2 2026. 160 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

  • TrueFG held 86,296 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $5.44M as of Q3 2026.
  • TrueFG bought 1,368 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $90.5K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.26% of TrueFG's portfolio in Q3 2026, its #13 holding.
  • TrueFG first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2019 and has held it in 28 quarters since.
  • TrueFG's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $5.74M in Q2 2026.
  • 160 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on TrueFG's 13F filing for Q3 2026, filed 14 Oct 2026.