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 Q2	$345K	Sell	5,109 -75	-1%	-$4.83K	0.1%	112
2026 Q1	$298K	Sell	5,184 -122	-2%	-$7.43K	0.1%	104
2025 Q4	$307K	Buy	5,306 +80	+2%	+$4.59K	0.1%	103
2025 Q3	$298K	Sell	5,226 -82	-2%	-$4.62K	0.1%	101
2025 Q2	$288K	Buy	5,308 +90	+2%	+$4.63K	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%	+$9.55K	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	0.73%	35
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

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

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

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

USAdvisors Wealth Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.4% in Q2 2026, selling an estimated $4.83K and leaving 5,109 shares worth $345K. The position accounts for 0.1% of the portfolio, ranked #112.

USAdvisors Wealth Management first reported a position in SPMD in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.68M in Q4 2021. 393 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

USAdvisors Wealth Management held 5,109 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $345K as of Q2 2026.
USAdvisors Wealth Management sold 75 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $4.83K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.1% of USAdvisors Wealth Management's portfolio in Q2 2026, its #112 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 22 quarters since.
USAdvisors Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.68M in Q4 2021.
393 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.