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

VestGen 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	$471K	Buy	7,473 +2,199	+42%	+$145K	0.01%	626
2026 Q2	$356K	Sell	5,274 -148	-3%	-$9.5K	0.01%	780
2026 Q1	$349K	Buy	5,422 +368	+7%	+$22.4K	0.01%	790
2025 Q4	$293K	Sell	5,054 -8,655	-63%	-$497K	0.01%	607
2025 Q3	$784K	Sell	13,709 -2,759	-17%	-$155K	0.03%	404
2025 Q2	$901K	Sell	16,468 -871	-5%	-$44.9K	0.04%	343
2025 Q1	$887K	Buy	+17,339	New	+$945K	0.04%	321

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

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

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

VestGen Advisors's SPMD Position: Q3 2026 in Review

VestGen Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 42% in Q3 2026, buying an estimated $145K and bringing the position to 7,473 shares worth $471K. The position accounts for 0.01% of the portfolio, ranked #626.

VestGen Advisors first reported a position in SPMD in Q1 2025 and has held it in 7 quarters since. The position peaked at $901K in Q2 2025. 604 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

VestGen Advisors held 7,473 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $471K as of Q3 2026.
VestGen Advisors bought 2,199 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $145K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of VestGen Advisors's portfolio in Q3 2026, its #626 holding.
VestGen Advisors 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.
VestGen Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $901K in Q2 2025.
604 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.