Values Added Financial
SPMD icon

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

Values Added Financial’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 		$422K Hold
6,696
– – 0.15% 90
2026
Q2 		$452K Sell
6,696
-73
-1% -$4.7K 0.16% 89
2026
Q1 		$401K Buy
6,769
+651
+11% +$39.6K 0.17% 84
2025
Q4 		$354K Hold
6,118
– – 0.15% 90
2025
Q3 		$350K Sell
6,118
-2
-0% -$113 0.16% 92
2025
Q2 		$333K Buy
6,120
+2,064
+51% +$106K 0.16% 93
2025
Q1 		$208K Buy
+4,056
New +$221K 0.12% 114

Other funds holding SPMD

Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 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
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 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
TSG Advice Partners
TSG Advice Partners Columbus, Ohio $764M AUM

Values Added Financial's SPMD Position: Q3 2026 in Review

Values Added Financial held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q3 2026 at 6,696 shares worth $422K. The position accounts for 0.15% of the portfolio, ranked #90.

Values Added Financial first reported a position in SPMD in Q1 2025 and has held it in 7 quarters since. The position peaked at $452K in Q2 2026. 363 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

  • Values Added Financial held 6,696 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $422K as of Q3 2026.
  • Values Added Financial left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q3 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.15% of Values Added Financial's portfolio in Q3 2026, its #90 holding.
  • Values Added Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2025 and has held it in 7 quarters since.
  • Values Added Financial's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $452K in Q2 2026.
  • 363 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.