Waller Financial Planning Group
SPMD icon

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

Waller Financial Planning Group’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 		$8.9M Sell
141,256
-10,157
-7% -$672K 1.81% 15
2026
Q2 		$10.2M Sell
151,413
-17,594
-10% -$1.13M 2.11% 14
2026
Q1 		$10M Sell
169,007
-29,516
-15% -$1.8M 2.21% 14
2025
Q4 		$11.5M Sell
198,523
-481,323
-71% -$27.6M 2.55% 12
2025
Q3 		$38.9M Buy
679,846
+11,554
+2% +$651K 8.92% 3
2025
Q2 		$36.3M Buy
668,292
+104,707
+19% +$5.39M 8.78% 3
2025
Q1 		$28.8M Sell
563,585
-119,026
-17% -$6.49M 8.1% 3
2024
Q4 		$37.3M Sell
682,611
-1,496
-0.2% -$84.2K 9.41% 2
2024
Q3 		$37.4M Buy
684,107
+1,520
+0.2% +$80.4K 9.27% 1
2024
Q2 		$35M Buy
682,587
+1,159
+0.2% +$59.8K 9.41% 1
2024
Q1 		$36.3M Sell
681,428
-12,090
-2% -$601K 9.68% 1
2023
Q4 		$33.8M Buy
693,518
+8,156
+1% +$363K 8.88% 3
2023
Q3 		$30M Sell
685,362
-5,485
-0.8% -$252K 8.73% 2
2023
Q2 		$31.7M Sell
690,847
-2,257
-0.3% -$98.6K 8.74% 2
2023
Q1 		$30.5M Sell
693,104
-107,782
-13% -$4.82M 8.63% 2
2022
Q4 		$34M Buy
800,886
+7,922
+1% +$336K 9.88% 2
2022
Q3 		$30.6M Buy
792,964
+5,272
+0.7% +$224K 9.35% 3
2022
Q2 		$31.3M Sell
787,692
-20,178
-2% -$875K 9.15% 3
2022
Q1 		$38.1M Buy
807,870
+21,185
+3% +$991K 10.09% 4
2021
Q4 		$39.1M Buy
786,685
+12,516
+2% +$611K 9.8% 4
2021
Q3 		$35.7M Buy
774,169
+18,722
+2% +$884K 9.5% 5
2021
Q2 		$35.7M Buy
755,447
+12,588
+2% +$597K 9.56% 5
2021
Q1 		$34M Sell
742,859
-5,894
-0.8% -$259K 9.77% 4
2020
Q4 		$30.2M Buy
748,753
+97,454
+15% +$3.61M 9.43% 5
2020
Q3 		$21.3M Buy
651,299
+14,879
+2% +$489K 7.79% 5
2020
Q2 		$19.9M Buy
636,420
+63,311
+11% +$1.85M 7.75% 6
2020
Q1 		$14.5M Buy
573,109
+57,647
+11% +$1.89M 7.57% 4
2019
Q4 		$18.7M Buy
515,462
+12,857
+3% +$448K 9.36% 2
2019
Q3 		$17.4M Buy
502,605
+13,494
+3% +$455K 9.23% 2
2019
Q2 		$16.6M Buy
489,111
+35,454
+8% +$1.19M 9.23% 2
2019
Q1 		$15.7M Buy
453,657
+29,336
+7% +$959K 9.05% 2
2018
Q4 		$12.5M Buy
+424,321
New +$13.8M 8.63% 2

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Waller Financial Planning Group's SPMD Position: Q3 2026 in Review

Waller Financial Planning Group reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 6.7% in Q3 2026, selling an estimated $672K and leaving 141,256 shares worth $8.9M. The position accounts for 1.81% of the portfolio, ranked #15.

Waller Financial Planning Group first reported a position in SPMD in Q4 2018 and has held it in 32 quarters since. The position peaked at $39.1M in Q4 2021. 762 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

  • Waller Financial Planning Group held 141,256 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $8.9M as of Q3 2026.
  • Waller Financial Planning Group sold 10,157 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $672K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.81% of Waller Financial Planning Group's portfolio in Q3 2026, its #15 holding.
  • Waller Financial Planning Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2018 and has held it in 32 quarters since.
  • Waller Financial Planning Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $39.1M in Q4 2021.
  • 762 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Waller Financial Planning Group's 13F filing for Q3 2026, filed 7 Oct 2026.