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Dorsey & Whitney Trust’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Dorsey & Whitney Trust’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
Q1 		$978K Buy
16,517
+2,493
+18% +$152K 0.05% 300
2025
Q4 		$812K Hold
14,024
– – 0.04% 327
2025
Q3 		$802K Hold
14,024
– – 0.04% 323
2025
Q2 		$763K Buy
+14,024
New +$722K 0.04% 331

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Dorsey & Whitney Trust's SPMD Position: Q1 2026 in Review

Dorsey & Whitney Trust increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 18% in Q1 2026, buying an estimated $152K and bringing the position to 16,517 shares worth $978K. The position accounts for 0.05% of the portfolio, ranked #300.

Dorsey & Whitney Trust first reported a position in SPMD in Q2 2025 and has held it in 4 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Dorsey & Whitney Trust held 16,517 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $978K as of Q1 2026.
  • Dorsey & Whitney Trust bought 2,493 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $152K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.05% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #300 holding.
  • Dorsey & Whitney Trust first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.