VisionPoint Advisory Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.37M Buy
21,792
+5,514
+34% +$365K 0.22% 105
2026
Q2
$1.1M Sell
16,278
-45
-0.3% -$2.9K 0.18% 131
2026
Q1
$967K Buy
16,323
+1,300
+9% +$79.1K 0.18% 123
2025
Q4
$870K Buy
15,023
+290
+2% +$16.7K 0.17% 130
2025
Q3
$843K Sell
14,733
-863
-6% -$48.6K 0.17% 136
2025
Q2
$848K Buy
+15,596
New +$803K 0.18% 126
2025
Q1
– Sell
-1,272
Closed -$69.4K – 294
2024
Q4
$69.4K Buy
+1,272
New +$71.6K 0.02% 261
2024
Q3
– Sell
-1,331
Closed -$68.3K – 701
2024
Q2
$68.3K Sell
1,331
-169
-11% -$8.72K 0.02% 243
2024
Q1
$80K Sell
1,500
-11
-0.7% -$547 0.03% 227
2023
Q4
$73.6K Buy
1,511
+443
+41% +$19.7K 0.03% 209
2023
Q3
$46.8K Sell
1,068
-844
-44% -$38.8K 0.02% 252
2023
Q2
$87.7K Buy
+1,912
New +$83.5K 0.04% 181

Other funds holding SPMD

VisionPoint Advisory Group's SPMD Position: Q3 2026 in Review

VisionPoint Advisory Group increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 34% in Q3 2026, buying an estimated $365K and bringing the position to 21,792 shares worth $1.37M. The position accounts for 0.22% of the portfolio, ranked #105.

VisionPoint Advisory Group first reported a position in SPMD in Q2 2023 and has held it in 12 quarters since. 185 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

  • VisionPoint Advisory Group held 21,792 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.37M as of Q3 2026.
  • VisionPoint Advisory Group bought 5,514 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $365K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.22% of VisionPoint Advisory Group's portfolio in Q3 2026, its #105 holding.
  • VisionPoint Advisory Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2023 and has held it in 12 quarters since.
  • 185 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.