Wealth Advisory Solutions
SPMD icon

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

Wealth Advisory Solutions’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 		$5.77M Sell
91,513
-1,961
-2% -$130K 1.19% 19
2026
Q2 		$6.32M Buy
93,474
+4,143
+5% +$267K 1.3% 18
2026
Q1 		$5.29M Buy
89,331
+6,559
+8% +$399K 1.18% 23
2025
Q4 		$4.79M Buy
82,772
+2,742
+3% +$158K 1.12% 20
2025
Q3 		$4.58M Buy
80,030
+8,226
+11% +$463K 1.11% 23
2025
Q2 		$3.9M Buy
71,804
+4,036
+6% +$208K 0.99% 29
2025
Q1 		$3.47M Buy
67,768
+10,092
+17% +$550K 0.92% 34
2024
Q4 		$3.15M Buy
57,676
+8,111
+16% +$456K 0.88% 31
2024
Q3 		$2.71M Buy
49,565
+3,436
+7% +$182K 0.75% 39
2024
Q2 		$2.37M Buy
46,129
+961
+2% +$49.6K 0.64% 39
2024
Q1 		$2.41M Buy
+45,168
New +$2.25M 0.62% 42
2023
Q4 		– Sell
-42,793
Closed -$1.87M – 107
2023
Q3 		$1.87M Buy
42,793
+191
+0.4% +$8.78K 0.37% 52
2023
Q2 		$1.96M Buy
42,602
+1,565
+4% +$68.4K 0.52% 49
2023
Q1 		$1.8M Buy
41,037
+1,412
+4% +$63.2K 0.48% 54
2022
Q4 		$1.68M Buy
39,625
+624
+2% +$26.5K 0.45% 59
2022
Q3 		$1.5M Buy
39,001
+4,201
+12% +$178K 0.42% 63
2022
Q2 		$1.38M Buy
34,800
+1,428
+4% +$61.9K 0.34% 73
2022
Q1 		$1.57M Buy
+33,372
New +$1.56M 0.33% 73
2021
Q3 		$1.17M Sell
25,280
-5,771
-19% -$273K 0.26% 80
2021
Q2 		$1.47M Buy
31,051
+128
+0.4% +$6.07K 0.35% 72
2021
Q1 		$1M Sell
30,923
-1,006
-3% -$44.2K 0.21% 103
2020
Q4 		$1.29M Sell
31,929
-49
-0.2% -$1.82K 0.35% 63
2020
Q3 		$1.04M Buy
31,978
+91
+0.3% +$2.99K 0.28% 82
2020
Q2 		$996K Sell
31,887
-1,100
-3% -$32.1K 0.28% 85
2020
Q1 		$833K Buy
32,987
+10,983
+50% +$359K 0.28% 81
2019
Q4 		$797K Buy
+22,004
New +$767K 0.21% 93

Other funds holding SPMD

Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
1900 Wealth Management
1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return
RKL Wealth Management
RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Peterson Wealth Advisors
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Marathon Strategic Advisors
Marathon Strategic Advisors Pittsburgh, Pennsylvania $171M AUM 48.57% 1-Year Est. Return

Wealth Advisory Solutions's SPMD Position: Q3 2026 in Review

Wealth Advisory Solutions reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.1% in Q3 2026, selling an estimated $130K and leaving 91,513 shares worth $5.77M. The position accounts for 1.19% of the portfolio, ranked #19.

Wealth Advisory Solutions first reported a position in SPMD in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.32M in Q2 2026. 204 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

  • Wealth Advisory Solutions held 91,513 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $5.77M as of Q3 2026.
  • Wealth Advisory Solutions sold 1,961 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $130K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.19% of Wealth Advisory Solutions's portfolio in Q3 2026, its #19 holding.
  • Wealth Advisory Solutions first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Wealth Advisory Solutions's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $6.32M in Q2 2026.
  • 204 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.