Wealth Enhancement Advisory Services
SPMD icon

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

Wealth Enhancement Advisory Services’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 		$31.7M Buy
655,531
+156,996
+31% +$10.4M 0.05% 346
2026
Q2 		$22.6M Sell
498,535
-11,587
-2% -$745K 0.04% 407
2026
Q1 		$24.6M Buy
510,122
+46,290
+10% +$2.82M 0.05% 332
2025
Q4 		$28M Sell
463,832
-11,031
-2% -$634K 0.04% 386
2025
Q3 		$27.1M Sell
474,863
-198,801
-30% -$11.2M 0.04% 369
2025
Q2 		$37.7M Sell
673,664
-165,460
-20% -$8.52M 0.06% 276
2025
Q1 		$42.9M Buy
839,124
+20,288
+2% +$1.11M 0.08% 233
2024
Q4 		$44.8M Buy
818,836
+391,509
+92% +$22M 0.09% 219
2024
Q3 		$23.4M Buy
427,327
+2,764
+0.7% +$146K 0.05% 324
2024
Q2 		$21.8M Sell
424,563
-5,900
-1% -$304K 0.05% 313
2024
Q1 		$23M Buy
430,463
+20,583
+5% +$1.02M 0.06% 294
2023
Q4 		$20M Buy
409,880
+43,646
+12% +$1.94M 0.06% 298
2023
Q3 		$16M Buy
+366,234
New +$16.8M 0.05% 318

Other funds holding SPMD

Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 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
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 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
TSG Advice Partners
TSG Advice Partners Columbus, Ohio $764M AUM

Wealth Enhancement Advisory Services's SPMD Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 31% in Q3 2026, buying an estimated $10.4M and bringing the position to 655,531 shares worth $31.7M. The position accounts for 0.05% of the portfolio, ranked #346.

Wealth Enhancement Advisory Services first reported a position in SPMD in Q3 2023 and has held it in 13 quarters since. The position peaked at $44.8M in Q4 2024. 362 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

  • Wealth Enhancement Advisory Services held 655,531 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $31.7M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 156,996 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $10.4M.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #346 holding.
  • Wealth Enhancement Advisory Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $44.8M in Q4 2024.
  • 362 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

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