NWM
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Napa Wealth Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Napa Wealth Management’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
2025
Q2 		– Sell
-4,687
Closed -$240K – 177
2025
Q1 		$240K Buy
4,687
+10
+0.2% +$545 0.14% 148
2024
Q4 		$256K Buy
4,677
+89
+2% +$5.01K 0.11% 154
2024
Q3 		$251K Buy
4,588
+51
+1% +$2.7K 0.12% 146
2024
Q2 		$233K Buy
4,537
+12
+0.3% +$619 0.16% 97
2024
Q1 		$241K Sell
4,525
-1,875
-29% -$93.3K 0.13% 62
2023
Q4 		$312K Buy
+6,400
New +$285K 0.17% 87

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

Napa Wealth Management's SPMD Position: Q2 2025 in Review

Napa Wealth Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2025, closing a stake of 4,687 shares — an estimated $240K sold.

Napa Wealth Management first reported a position in SPMD in Q4 2023 and held it in 6 quarters. The position peaked at $312K in Q4 2023. 723 funds tracked by Wall St. Rank hold SPMD as of Q2 2025.

  • Napa Wealth Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Napa Wealth Management sold 4,687 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2025, an estimated $240K.
  • Napa Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and held it in 6 quarters.
  • Napa Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $312K in Q4 2023.
  • 723 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2025.

Based on Napa Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.