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

Wealthcare Capital Management’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 Q2	$2.66M	Buy	39,302 +824	+2%	+$53K	0.25%	26
2026 Q1	$2.28M	Buy	38,478 +178	+0.5%	+$10.8K	0.23%	27
2025 Q4	$2.22M	Buy	38,300 +6,914	+22%	+$397K	0.22%	24
2025 Q3	$1.79M	Buy	31,386 +5,016	+19%	+$283K	0.18%	25
2025 Q2	$1.43M	Sell	26,370 -2,035	-7%	-$105K	0.15%	26
2025 Q1	$1.45M	Sell	28,405 -2,794	-9%	-$152K	0.15%	28
2024 Q4	$1.71M	Buy	31,199 +8,429	+37%	+$474K	0.17%	26
2024 Q3	$1.25M	Buy	22,770 +5,786	+34%	+$306K	0.12%	29
2024 Q2	$871K	Buy	16,984 +11,053	+186%	+$570K	0.09%	38
2024 Q1	$316K	Sell	5,931 -1,353	-19%	-$67.3K	0.04%	67
2023 Q4	$355K	Buy	+7,284	New	+$325K	0.04%	60

Other funds holding SPMD

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Private Wealth Group Tampa, Florida $259M AUM 17.45% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return