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

Wedmont Private Capital’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	$1.42M	Buy	22,215 +111	+0.5%	+$7.34K	0.03%	288
2026 Q2	$1.47M	Hold	22,104	–	–	0.04%	254
2026 Q1	$1.37M	Sell	22,104 -82	-0.4%	-$4.99K	0.04%	242
2025 Q4	$1.33M	Sell	22,186 -294	-1%	-$16.9K	0.05%	228
2025 Q3	$1.28M	Buy	22,480 +377	+2%	+$21.2K	0.05%	223
2025 Q2	$1.23M	Hold	22,103	–	–	0.05%	219
2025 Q1	$1.05M	Sell	22,103 -609	-3%	-$33.2K	0.05%	218
2024 Q4	$1.23M	Buy	22,712 +1,122	+5%	+$63.1K	0.07%	181
2024 Q3	$1.17M	Sell	21,590 -19,004	-47%	-$1M	0.07%	178
2024 Q2	$2.15M	Hold	40,594	–	–	0.14%	94
2024 Q1	$2.14M	Hold	40,594	–	–	0.16%	86
2023 Q4	$1.95M	Buy	40,594 +18,781	+86%	+$837K	0.16%	85
2023 Q3	$945K	Hold	21,813	–	–	0.1%	136
2023 Q2	$1.02M	Sell	21,813 -236	-1%	-$10.3K	0.11%	122
2023 Q1	$956K	Hold	22,049	–	–	0.13%	115
2022 Q4	$961K	Sell	22,049 -230	-1%	-$9.76K	0.14%	111
2022 Q3	$859K	Hold	22,279	–	–	0.17%	95
2022 Q2	$884K	Hold	22,279	–	–	0.19%	78
2022 Q1	$1.05M	Hold	22,279	–	–	0.24%	72
2021 Q4	$1.09M	Buy	+22,279	New	+$1.09M	0.34%	55

Other funds holding SPMD

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

MHWM

Montz Harcus Wealth Management New Orleans, Louisiana $285M AUM 16.11% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

BFA

Bill Few Associates Pittsburgh, Pennsylvania $485M AUM 17.8% 1-Year Est. Return

TFP

Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return

PRTG

Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

Wedmont Private Capital's SPMD Position: Q3 2026 in Review

Wedmont Private Capital increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.5% in Q3 2026, buying an estimated $7.34K and bringing the position to 22,215 shares worth $1.42M. The position accounts for 0.03% of the portfolio, ranked #288.

Wedmont Private Capital first reported a position in SPMD in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.15M in Q2 2024. 41 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Wedmont Private Capital held 22,215 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.42M as of Q3 2026.
Wedmont Private Capital bought 111 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $7.34K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.03% of Wedmont Private Capital's portfolio in Q3 2026, its #288 holding.
Wedmont Private Capital first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and has held it in 20 quarters since.
Wedmont Private Capital's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.15M in Q2 2024.
41 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.