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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
Q2 		$1.12M Hold
16,517
– – 0.05% 281
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 $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
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

Dorsey & Whitney Trust's SPMD Position: Q2 2026 in Review

Dorsey & Whitney Trust held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 16,517 shares worth $1.12M. The position accounts for 0.05% of the portfolio, ranked #281.

Dorsey & Whitney Trust first reported a position in SPMD in Q2 2025 and has held it in 5 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • Dorsey & Whitney Trust held 16,517 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.12M as of Q2 2026.
  • Dorsey & Whitney Trust left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.05% of Dorsey & Whitney Trust's portfolio in Q2 2026, its #281 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 5 quarters since.
  • 844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2026, filed 14 Aug 2026.