VVP
SPMD icon

Venture Visionary Partners’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Venture Visionary Partners’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 		$16.2M Sell
257,445
-423
-0.2% -$28K 0.42% 61
2026
Q2 		$17.4M Sell
257,868
-7,604
-3% -$489K 0.48% 50
2026
Q1 		$15.7M Buy
265,472
+255,618
+2,594% +$15.6M 0.52% 43
2025
Q4 		$571K Buy
9,854
+5,787
+142% +$332K 0.02% 406
2025
Q3 		$233K Buy
4,067
+136
+3% +$7.66K 0.01% 560
2025
Q2 		$214K Buy
+3,931
New +$202K 0.01% 558
2025
Q1 		– Sell
-3,802
Closed -$208K – 600
2024
Q4 		$208K Sell
3,802
-125
-3% -$7.04K 0.01% 514
2024
Q3 		$215K Sell
3,927
-11
-0.3% -$582 0.01% 513
2024
Q2 		$202K Sell
3,938
-50
-1% -$2.58K 0.01% 531
2024
Q1 		$213K Sell
3,988
-837
-17% -$41.6K 0.01% 511
2023
Q4 		$235K Buy
+4,825
New +$215K 0.01% 464
2022
Q3 		– Sell
-1,664
Closed -$66K – 1388
2022
Q2 		$66K Buy
+1,664
New +$72.2K 0.01% 725

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
GI
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
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Venture Visionary Partners's SPMD Position: Q3 2026 in Review

Venture Visionary Partners reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.16% in Q3 2026, selling an estimated $28K and leaving 257,445 shares worth $16.2M. The position accounts for 0.42% of the portfolio, ranked #61.

Venture Visionary Partners first reported a position in SPMD in Q2 2022 and has held it in 12 quarters since. The position peaked at $17.4M in Q2 2026. 41 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

  • Venture Visionary Partners held 257,445 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $16.2M as of Q3 2026.
  • Venture Visionary Partners sold 423 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $28K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.42% of Venture Visionary Partners's portfolio in Q3 2026, its #61 holding.
  • Venture Visionary Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2022 and has held it in 12 quarters since.
  • Venture Visionary Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $17.4M in Q2 2026.
  • 41 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.