Wealthcare Advisory Partners
SPMD icon

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

Wealthcare Advisory Partners’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 		$83M Buy
1,317,310
+86,719
+7% +$5.73M 1.41% 9
2026
Q2 		$83.1M Buy
1,230,591
+48,386
+4% +$3.11M 1.58% 7
2026
Q1 		$70M Buy
1,182,205
+67,952
+6% +$4.14M 1.36% 9
2025
Q4 		$64.5M Buy
1,114,253
+50,917
+5% +$2.92M 1.27% 13
2025
Q3 		$60.8M Buy
1,063,336
+31,342
+3% +$1.77M 1.27% 12
2025
Q2 		$56.1M Buy
1,031,994
+94,311
+10% +$4.86M 1.28% 13
2025
Q1 		$48M Buy
937,683
+44,316
+5% +$2.42M 1.29% 12
2024
Q4 		$48.9M Buy
893,367
+41,178
+5% +$2.32M 1.36% 13
2024
Q3 		$46.6M Buy
852,189
+27,559
+3% +$1.46M 1.33% 14
2024
Q2 		$42.3M Buy
824,630
+106,694
+15% +$5.51M 1.32% 16
2024
Q1 		$38.3M Buy
717,936
+181,163
+34% +$9.01M 1.26% 13
2023
Q4 		$26.2M Buy
536,773
+23,141
+5% +$1.03M 1.04% 19
2023
Q3 		$22.5M Buy
513,632
+34,339
+7% +$1.58M 1.03% 21
2023
Q2 		$22M Sell
479,293
-119,242
-20% -$5.21M 0.98% 23
2023
Q1 		$26.3M Buy
598,535
+13,040
+2% +$584K 1.13% 17
2022
Q4 		$24.9M Buy
585,495
+85,132
+17% +$3.61M 1.19% 14
2022
Q3 		$19.3M Sell
500,363
-52,377
-9% -$2.22M 1.1% 18
2022
Q2 		$21.9M Buy
552,740
+148,108
+37% +$6.42M 1.33% 15
2022
Q1 		$19.1M Buy
404,632
+69,850
+21% +$3.27M 1.16% 22
2021
Q4 		$16.7M Buy
334,782
+89,072
+36% +$4.35M 1% 24
2021
Q3 		$11.3M Buy
245,710
+41,273
+20% +$1.95M 0.74% 28
2021
Q2 		$9.7M Buy
204,437
+109,606
+116% +$5.2M 0.65% 31
2021
Q1 		$4.34M Buy
94,831
+80,722
+572% +$3.54M 0.31% 42
2020
Q4 		$570K Buy
+14,109
New +$523K 0.05% 216
2020
Q2 		– Sell
-274
Closed -$7K – 1201
2020
Q1 		$7K Buy
274
+174
+174% +$5.69K ﹤0.01% 1023
2019
Q4 		$4K Hold
100
– – ﹤0.01% 1167
2019
Q3 		$3K Sell
100
-1
-1% -$34 ﹤0.01% 1169
2019
Q2 		$3K Buy
101
+1
+1% +$34 ﹤0.01% 1155
2019
Q1 		$3K Hold
100
– – ﹤0.01% 1061
2018
Q4 		$3K Hold
100
– – ﹤0.01% 1037
2018
Q3 		$4K Buy
+100
New +$3.62K ﹤0.01% 1041

Other funds holding SPMD

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
Atlas Private Wealth Advisors
Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return

Wealthcare Advisory Partners's SPMD Position: Q3 2026 in Review

Wealthcare Advisory Partners increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 7% in Q3 2026, buying an estimated $5.73M and bringing the position to 1,317,310 shares worth $83M. The position accounts for 1.41% of the portfolio, ranked #9.

Wealthcare Advisory Partners first reported a position in SPMD in Q3 2018 and has held it in 31 quarters since. The position peaked at $83.1M in Q2 2026. 363 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

  • Wealthcare Advisory Partners held 1,317,310 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $83M as of Q3 2026.
  • Wealthcare Advisory Partners bought 86,719 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $5.73M.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.41% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #9 holding.
  • Wealthcare Advisory Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2018 and has held it in 31 quarters since.
  • Wealthcare Advisory Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $83.1M in Q2 2026.
  • 363 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.