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

Valeo Financial Advisors’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	$297K	Sell	4,712 -32	-0.7%	-$2.12K	0.01%	635
2026 Q2	$321K	Sell	4,744 -9	-0.2%	-$579	0.01%	606
2026 Q1	$281K	Buy	4,753 +298	+7%	+$18.1K	0.01%	576
2025 Q4	$258K	Sell	4,455 -1,392	-24%	-$80K	0.01%	675
2025 Q3	$334K	Buy	5,847 +157	+3%	+$8.85K	0.01%	575
2025 Q2	$309K	Buy	+5,690	New	+$293K	0.01%	568
2019 Q1	–	Sell	-22	Closed	-$1K	–	1628
2018 Q4	$1K	Hold	22	–	–	﹤0.01%	1416
2018 Q3	$1K	Hold	22	–	–	﹤0.01%	1681
2018 Q2	$1K	Buy	+22	New	+$757	﹤0.01%	1512

Other funds holding SPMD

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

BFA

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

TFP

Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return

PRTG

Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

Valeo Financial Advisors's SPMD Position: Q3 2026 in Review

Valeo Financial Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.67% in Q3 2026, selling an estimated $2.12K and leaving 4,712 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #635.

Valeo Financial Advisors first reported a position in SPMD in Q2 2018 and has held it in 9 quarters since. The position peaked at $334K in Q3 2025. 41 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Valeo Financial Advisors held 4,712 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $297K as of Q3 2026.
Valeo Financial Advisors sold 32 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $2.12K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #635 holding.
Valeo Financial Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2018 and has held it in 9 quarters since.
Valeo Financial Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $334K in Q3 2025.
41 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.