USAdvisors Wealth Management
SPMD icon

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

USAdvisors 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
Q3 		$329K Buy
5,234
+125
+2% +$8.27K 0.09% 113
2026
Q2 		$345K Sell
5,109
-75
-1% -$4.82K 0.1% 112
2026
Q1 		$298K Sell
5,184
-122
-2% -$7.43K 0.1% 104
2025
Q4 		$307K Buy
5,306
+80
+2% +$4.6K 0.1% 103
2025
Q3 		$298K Sell
5,226
-82
-2% -$4.62K 0.1% 101
2025
Q2 		$288K Buy
5,308
+90
+2% +$4.64K 0.11% 99
2025
Q1 		$267K Sell
5,218
-2,692
-34% -$147K 0.09% 107
2024
Q4 		$432K Sell
7,910
-379
-5% -$21.3K 0.14% 86
2024
Q3 		$452K Sell
8,289
-1,990
-19% -$105K 0.16% 82
2024
Q2 		$527K Sell
10,279
-6,541
-39% -$337K 0.19% 78
2024
Q1 		$895K Buy
16,820
+192
+1% +$9.5K 0.34% 67
2023
Q4 		$810K Sell
16,628
-15,289
-48% -$681K 0.34% 65
2023
Q3 		$1.4M Sell
31,917
-579
-2% -$26.6K 0.62% 43
2023
Q2 		$1.5M Buy
32,496
+933
+3% +$40.8K 0.71% 39
2023
Q1 		$1.39M Sell
31,563
-3,808
-11% -$170K 0.66% 39
2022
Q4 		$1.5M Sell
35,371
-98
-0.3% -$4.16K 0.72% 36
2022
Q3 		$1.37M Sell
35,469
-169
-0.5% -$7.17K 0.7% 36
2022
Q2 		$1.41M Buy
35,638
+818
+2% +$35.5K 0.71% 36
2022
Q1 		$1.64M Buy
34,820
+1,117
+3% +$52.2K 0.7% 33
2021
Q4 		$1.68M Buy
33,703
+2,731
+9% +$133K 0.68% 35
2021
Q3 		$1.43M Buy
30,972
+2,754
+10% +$130K 0.62% 35
2021
Q2 		$1.33M Buy
28,218
+4,355
+18% +$207K 0.72% 33
2021
Q1 		$1.09M Buy
+23,863
New +$1.05M 0.53% 45

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
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

USAdvisors Wealth Management's SPMD Position: Q3 2026 in Review

USAdvisors Wealth Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.4% in Q3 2026, buying an estimated $8.27K and bringing the position to 5,234 shares worth $329K. The position accounts for 0.09% of the portfolio, ranked #113.

USAdvisors Wealth Management first reported a position in SPMD in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.68M in Q4 2021. 520 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

  • USAdvisors Wealth Management held 5,234 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $329K as of Q3 2026.
  • USAdvisors Wealth Management bought 125 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $8.27K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.09% of USAdvisors Wealth Management's portfolio in Q3 2026, its #113 holding.
  • USAdvisors Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2021 and has held it in 23 quarters since.
  • USAdvisors Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.68M in Q4 2021.
  • 520 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on USAdvisors Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.