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

Verus Capital 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	$6.81M	Buy	108,093 +3,884	+4%	+$257K	0.36%	49
2026 Q2	$7.04M	Buy	104,209 +3,082	+3%	+$198K	0.38%	44
2026 Q1	$5.99M	Buy	101,127 +1,459	+1%	+$88.8K	0.41%	49
2025 Q4	$5.77M	Buy	+99,668	New	+$5.73M	0.38%	48
2020 Q1	$36K	Sell	1,416 -672	-32%	-$22K	0.01%	600
2019 Q4	$76K	Buy	+2,088	New	+$72.8K	0.02%	462

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

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

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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Koss-Olinger Consulting Gainesville, Florida $1.37B AUM 9.22% 1-Year Est. Return

Verus Capital Partners's SPMD Position: Q3 2026 in Review

Verus Capital Partners increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3.7% in Q3 2026, buying an estimated $257K and bringing the position to 108,093 shares worth $6.81M. The position accounts for 0.36% of the portfolio, ranked #49.

Verus Capital Partners first reported a position in SPMD in Q4 2019 and has held it in 6 quarters since. The position peaked at $7.04M in Q2 2026. 671 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Verus Capital Partners held 108,093 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $6.81M as of Q3 2026.
Verus Capital Partners bought 3,884 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $257K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.36% of Verus Capital Partners's portfolio in Q3 2026, its #49 holding.
Verus Capital Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2019 and has held it in 6 quarters since.
Verus Capital Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $7.04M in Q2 2026.
671 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Verus Capital Partners's 13F filing for Q3 2026, filed 3 Nov 2026.