James T. Borello RIA’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

James T. Borello RIA’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	$18M	Buy	285,264 +23,063	+9%	+$1.53M	3.73%	8
2026 Q2	$17.7M	Buy	262,201 +23,303	+10%	+$1.5M	3.83%	8
2026 Q1	$14.1M	Buy	238,898 +9,839	+4%	+$599K	3.58%	9
2025 Q4	$13.3M	Buy	229,059 +9,124	+4%	+$524K	3.42%	10
2025 Q3	$12.6M	Buy	219,935 +13,671	+7%	+$770K	3.4%	10
2025 Q2	$11.2M	Buy	206,264 +13,742	+7%	+$708K	3.27%	11
2025 Q1	$9.9M	Buy	192,522 +8,009	+4%	+$437K	3.16%	11
2024 Q4	$10.1M	Buy	184,513 +29,776	+19%	+$1.68M	3.76%	9
2024 Q3	$8.46M	Buy	154,737 +7,244	+5%	+$383K	3.44%	9
2024 Q2	$7.57M	Buy	147,493 +6,231	+4%	+$321K	3.35%	9
2024 Q1	$7.53M	Buy	141,262 +38,072	+37%	+$1.89M	3.43%	9
2023 Q4	$5.03M	Buy	+103,190	New	+$4.6M	4.1%	7

Other funds holding SPMD

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

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

NPI

New Perspectives Inc Ridgeland, Mississippi $329M AUM 9.94% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

MHWM

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

James T. Borello RIA's SPMD Position: Q3 2026 in Review

James T. Borello RIA increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 8.8% in Q3 2026, buying an estimated $1.53M and bringing the position to 285,264 shares worth $18M. The position accounts for 3.73% of the portfolio, ranked #8.

James T. Borello RIA first reported a position in SPMD in Q4 2023 and has held it in 12 quarters since. 136 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

James T. Borello RIA held 285,264 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $18M as of Q3 2026.
James T. Borello RIA bought 23,063 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $1.53M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 3.73% of James T. Borello RIA's portfolio in Q3 2026, its #8 holding.
James T. Borello RIA first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 12 quarters since.
136 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.