World Equity Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

World Equity Group’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	–	Sell	-5,116	Closed	-$346K	–	356
2026 Q2	$346K	Buy	+5,116	New	+$329K	0.08%	286
2022 Q2	–	Sell	-30,513	Closed	-$1.44M	–	396
2022 Q1	$1.44M	Buy	+30,513	New	+$1.43M	0.31%	89

Other funds holding SPMD

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

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

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

World Equity Group's SPMD Position: Q3 2026 in Review

World Equity Group sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2026, closing a stake of 5,116 shares — an estimated $346K sold.

World Equity Group first reported a position in SPMD in Q1 2022 and held it in 2 quarters. The position peaked at $1.44M in Q1 2022. 258 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

World Equity Group reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2026 after selling out during the quarter.
World Equity Group sold 5,116 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $346K.
World Equity Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2022 and held it in 2 quarters.
World Equity Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.44M in Q1 2022.
258 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.