Sarver Vrooman Wealth Advisors SPMD β€” STATE STREET SPDR ETF PORTFOLIO S&P 400 MID CAP

Ownership history in Sarver Vrooman Wealth Advisors  Β·  1 quarter on record

AI Ownership Summary

Sarver Vrooman Wealth Advisors reported STATE STREET SPDR ETF PORTFOLIO S&P 400 MID CAP (SPMD) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. The latest visible filing shows SPMD at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPMD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sarver Vrooman Wealth Advisors's position in STATE STREET SPDR ETF PORTFOLIO S&P 400 MID CAP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SPMD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sarver Vrooman Wealth Advisors held SPMD β€” position size vs. price
% of Fund (quarterly)    SPMD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 79 β€” β€” 0.00% $5K 2026-07-02 $66.15

🏒 Other funds also holding SPMD

As of 2026 Q2 β€” sorted by position size

Hilltop National Bank 0.03% CX Institutional 3Y 7Y 0.0%

FAQ About Sarver Vrooman Wealth Advisors and SPMD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sarver Vrooman Wealth Advisors reported owning SPMD?

Sarver Vrooman Wealth Advisors reported SPMD across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported SPMD position in Sarver Vrooman Wealth Advisors's portfolio?

The largest reported portfolio weight for SPMD was 0.00% in 2026 Q2.

What is the latest reported SPMD position on this page?

The most recent filing on this page is 2026 Q2, when Sarver Vrooman Wealth Advisors reported 79 shares, equal to 0.00% of portfolio, with an estimated market value of $5K.

What does the chart on this SPMD ownership page compare?

The chart compares Sarver Vrooman Wealth Advisors's quarterly SPMD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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