Citizens & Northern Corp’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Citizens & Northern Corp’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 Q2	$14.1M	Sell	208,139 -30,328	-13%	-$1.95M	3.21%	8
2026 Q1	$14.1M	Buy	238,467 +2,824	+1%	+$172K	3.52%	7
2025 Q4	$13.6M	Buy	235,643 +3,261	+1%	+$187K	3.38%	9
2025 Q3	$13.3M	Buy	232,382 +176	+0.1%	+$9.92K	3.29%	9
2025 Q2	$12.6M	Sell	232,206 -58,989	-20%	-$3.04M	3.38%	8
2025 Q1	$14.9M	Buy	291,195 +10,682	+4%	+$582K	4.2%	6
2024 Q4	$15.3M	Buy	280,513 +2,585	+0.9%	+$145K	4.2%	6
2024 Q3	$15.2M	Buy	277,928 +232	+0.1%	+$12.3K	4.56%	5
2024 Q2	$14.2M	Buy	277,696 +22,217	+9%	+$1.15M	4.46%	4
2024 Q1	$13.6M	Buy	255,479 +83,056	+48%	+$4.13M	4.61%	4
2023 Q4	$8.4M	Sell	172,423 -5,876	-3%	-$262K	3%	8
2023 Q3	$7.81M	Sell	178,299 -8,594	-5%	-$395K	3.14%	8
2023 Q2	$8.58M	Sell	186,893 -27,499	-13%	-$1.2M	3.24%	8
2023 Q1	$9.42M	Buy	214,392 +5,022	+2%	+$225K	3.68%	6
2022 Q4	$8.9M	Buy	+209,370	New	+$8.89M	3.68%	4

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Citizens & Northern Corp's SPMD Position: Q2 2026 in Review

Citizens & Northern Corp reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 13% in Q2 2026, selling an estimated $1.95M and leaving 208,139 shares worth $14.1M. The position accounts for 3.21% of the portfolio, ranked #8.

Citizens & Northern Corp first reported a position in SPMD in Q4 2022 and has held it in 15 quarters since. The position peaked at $15.3M in Q4 2024. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Citizens & Northern Corp held 208,139 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $14.1M as of Q2 2026.
Citizens & Northern Corp sold 30,328 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $1.95M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 3.21% of Citizens & Northern Corp's portfolio in Q2 2026, its #8 holding.
Citizens & Northern Corp first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2022 and has held it in 15 quarters since.
Citizens & Northern Corp's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $15.3M in Q4 2024.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Citizens & Northern Corp's 13F filing for Q2 2026, filed 17 Jul 2026.