Wealthcare Advisory Partners LLC SPMD holdings history
SS SPDR P S&P 400 MIDCAP ETF · CUSIP 78464A847 · CIK 1683059
As of 2026-06-30, Wealthcare Advisory Partners LLC reported 1.23M SPMD (shares), valued at $83.14M, or 1.58% of its reported non-derivative portfolio. Filed 2026-07-09.
Verify history & sources →Shares increased 4.09%; reported value increased 18.75%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.58% | 1,230,591 | SEC filing ↗Filed Jul 9, 2026 |
| Q1 2026 | 1.36% | 1,182,205 | SEC filing ↗Filed Apr 14, 2026 |
| Q4 2025 | 1.27% | 1,114,253 | SEC filing ↗Filed Jan 14, 2026 |
| Q3 2025 | 1.27% | 1,063,336 | SEC filing ↗Filed Nov 7, 2025 |
| Q2 2025 | 1.28% | 1,031,994 | SEC filing ↗Filed Jul 22, 2025 |
| Q1 2025 | 1.29% | 937,683 | SEC filing ↗Filed Apr 15, 2025 |
| Q4 2024 | 1.36% | 893,367 | SEC filing ↗Filed Jan 15, 2025 |
| Q3 2024 | 1.33% | 852,189 | SEC filing ↗Filed Nov 4, 2024 |
| Q2 2024 | 1.32% | 824,630 | SEC filing ↗Filed Aug 12, 2024 |
| Q1 2024 | 1.26% | 717,936 | SEC filing ↗Filed Apr 15, 2024 |
| Q4 2023 | 1.04% | 536,773 | SEC filing ↗Filed Feb 6, 2024 |
| Q3 2023 | 1.03% | 513,632 | SEC filing ↗Filed Oct 12, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.03% | 513,632 | $22.49M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 12, 2023 |
| Q4 2023 | 1.04% | 536,773 | $26.15M | Shares increased 4.51%; reported value increased 16.27%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2024 |
| Q1 2024 | 1.26% | 717,936 | $38.29M | Shares increased 33.75%; reported value increased 46.43%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2024 |
| Q2 2024 | 1.32% | 824,630 | $42.30M | Shares increased 14.86%; reported value increased 10.47%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2024 |
| Q3 2024 | 1.33% | 852,189 | $46.60M | Shares increased 3.34%; reported value increased 10.15%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 4, 2024 |
| Q4 2024 | 1.36% | 893,367 | $48.86M | Shares increased 4.83%; reported value increased 4.85%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2025 |
| Q1 2025 | 1.29% | 937,683 | $47.99M | Shares increased 4.96%; reported value decreased 1.78%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2025 |
| Q2 2025 | 1.28% | 1,031,994 | $56.12M | Shares increased 10.06%; reported value increased 16.94%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2025 |
| Q3 2025 | 1.27% | 1,063,336 | $60.81M | Shares increased 3.04%; reported value increased 8.36%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2025 |
| Q4 2025 | 1.27% | 1,114,253 | $64.53M | Shares increased 4.79%; reported value increased 6.11%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2026 |
| Q1 2026 | 1.36% | 1,182,205 | $70.01M | Shares increased 6.10%; reported value increased 8.50%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 14, 2026 |
| Q2 2026 | 1.58% | 1,230,591 | $83.14M | Shares increased 4.09%; reported value increased 18.75%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2026 |
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