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Napatree Capital’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Napatree Capital’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
Q1 		$1.72M Buy
33,589
+25,936
+339% +$1.41M 0.97% 24
2024
Q4 		$419K Buy
+7,653
New +$431K 0.25% 111

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Napatree Capital's SPMD Position: Q1 2025 in Review

Napatree Capital increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 339% in Q1 2025, buying an estimated $1.41M and bringing the position to 33,589 shares worth $1.72M. The position accounts for 0.97% of the portfolio, ranked #24.

Napatree Capital first reported a position in SPMD in Q4 2024 and has held it in 2 quarters since. 677 funds tracked by Wall St. Rank hold SPMD as of Q1 2025.

  • Napatree Capital held 33,589 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.72M as of Q1 2025.
  • Napatree Capital bought 25,936 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2025, an estimated $1.41M.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.97% of Napatree Capital's portfolio in Q1 2025, its #24 holding.
  • Napatree Capital first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and has held it in 2 quarters since.
  • 677 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.