XY Planning Network’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

XY Planning Network’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	$10.9M	Sell	173,467 -637	-0.4%	-$42.1K	1.18%	23
2026 Q2	$11.8M	Sell	174,104 -5,170	-3%	-$333K	1.48%	12
2026 Q1	$10.7M	Buy	179,274 +11,997	+7%	+$730K	1.71%	10
2025 Q4	$9.7M	Buy	167,277 +84,684	+103%	+$4.86M	1.69%	12
2025 Q3	$4.49M	Hold	82,593	–	–	1.53%	16
2025 Q2	$4.49M	Buy	82,593 +40,740	+97%	+$2.1M	1.53%	16
2025 Q1	$2.14M	Buy	+41,853	New	+$2.28M	1.43%	17

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

XY Planning Network's SPMD Position: Q3 2026 in Review

XY Planning Network reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.37% in Q3 2026, selling an estimated $42.1K and leaving 173,467 shares worth $10.9M. The position accounts for 1.18% of the portfolio, ranked #23.

XY Planning Network first reported a position in SPMD in Q1 2025 and has held it in 7 quarters since. The position peaked at $11.8M in Q2 2026. 249 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

XY Planning Network held 173,467 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $10.9M as of Q3 2026.
XY Planning Network sold 637 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $42.1K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.18% of XY Planning Network's portfolio in Q3 2026, its #23 holding.
XY Planning Network first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2025 and has held it in 7 quarters since.
XY Planning Network's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $11.8M in Q2 2026.
249 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.