SPMD — SPDR SER TR PORTFOLIO S&P 400 MID CAP ETF

Ownership history in First Command Advisory Services, Inc.  ·  8 quarters on record

This page tracks every 13F SEC filing in which First Command Advisory Services, Inc. reported a position in SPDR SER TR PORTFOLIO S&P 400 MID CAP ETF (SPMD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.64% (2025 Q4)
Avg. % of fund
0.37%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,590,578 +278,553 +21.2% 0.64% $92.1M $57.91
2025 Q3 ADDED 1,312,025 +172,595 +15.1% 0.54% $75.0M $56.98
2025 Q2 ADDED 1,139,430 +185,244 +19.4% 0.53% $62.0M $54.00
2025 Q1 ADDED 954,186 +142,724 +17.6% 0.47% $48.8M $50.62
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPMD price (monthly, adj. close)

Other funds also holding SPMD

As of 2025 Q4 — sorted by position size

Marathon Strategic Advisors, LLC 13.32% MASON STREET ADVISORS, LLC 3Y 7Y 9.04% TEXAS PERMANENT SCHOOL FUND CORP 3Y 7Y 7.93% Atlas Private Wealth Advisors 3Y 7.45% RESTON WEALTH MANAGEMENT LLC 3Y 7Y 6.8% Peterson Wealth Advisors, LLC 3Y 7Y 5.68% New Perspectives, Inc 3Y 5.68% Montz Harcus Wealth Management LLC 3Y 5.46% HHM Wealth Advisors, LLC 3Y 7Y 5.32% Alta Wealth Advisors LLC 3Y 5.31%
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