Wealth Enhancement Advisory Services’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
$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

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.