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

Vawter 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	$804K	Hold	12,747	–	–	0.3%	46
2026 Q2	$861K	Hold	12,747	–	–	0.32%	46
2026 Q1	$755K	Hold	12,747	–	–	0.32%	45
2025 Q4	$738K	Hold	12,747	–	–	0.31%	47
2025 Q3	$729K	Buy	+12,747	New	+$718K	0.33%	49

Other funds holding SPMD

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Vawter Financial's SPMD Position: Q3 2026 in Review

Vawter Financial held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q3 2026 at 12,747 shares worth $804K. The position accounts for 0.3% of the portfolio, ranked #46.

Vawter Financial first reported a position in SPMD in Q3 2025 and has held it in 5 quarters since. The position peaked at $861K in Q2 2026. 762 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Vawter Financial held 12,747 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $804K as of Q3 2026.
Vawter 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 0.3% of Vawter Financial's portfolio in Q3 2026, its #46 holding.
Vawter Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2025 and has held it in 5 quarters since.
Vawter Financial's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $861K in Q2 2026.
762 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Vawter Financial's 13F filing for Q3 2026, filed 10 Nov 2026.