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Showing 8 of 14 quarters

Position history for Farther Finance Advisors, LLCFarther Finance Advisors, LLC's holdings in SPDR PORTFOLIO S&P 400 MID C

Farther Finance Advisors, LLC holds 892,359 shares of SPMD (SPDR PORTFOLIO S&P 400 MID C), worth $60.3M as of 2026-Q2. The position was increased (+12.0% shares). SPMD represents 0.5% of Farther Finance Advisors, LLC's portfolio.

Current Value

$60.3M

Current Shares

892,359

Total Value Change

+$47.4M

Total Shares Change

+656,796

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
892,359
+12.0%
$60.3M0.5%$67.56
39
2026-Q1
Increased
797,017
+19.0%
$47.6M0.4%$59.03
41
2025-Q4
Increased
669,570
+14.3%
$38.8M0.4%$57.54
40
2025-Q3
Decreased
585,859
-39.7%
$33.5M0.5%$56.62
0
2025-Q2
Increased
971,121
+130.9%
$52.8M1.1%$53.65
75
2025-Q1
Increased
420,487
+34.5%
$21.6M0.6%$50.29
52
2024-Q4
Increased
312,663
+32.7%
$17.1M0.6%$53.56
51
2024-Q3
Increased
235,563
+44.9%
$12.9M0.5%$53.34
45

Other major holders of SPMD: Creative Planning

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