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

National Philanthropic 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 		$217K Buy
+3,214
New +$207K ﹤0.01% 382
2025
Q4 		– Sell
-5,325
Closed -$305K – 407
2025
Q3 		$305K Hold
5,325
– – ﹤0.01% 267
2025
Q2 		$290K Hold
5,325
– – ﹤0.01% 247
2025
Q1 		$273K Hold
5,325
– – ﹤0.01% 230
2024
Q4 		$291K Buy
+5,325
New +$300K ﹤0.01% 232

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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

National Philanthropic Trust's SPMD Position: Q2 2026 in Review

National Philanthropic Trust opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2026: 3,214 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #382 among its holdings. This is a return to the name: National Philanthropic Trust previously reported a position in SPMD as recently as Q3 2025.

National Philanthropic Trust first reported a position in SPMD in Q4 2024 and has held it in 5 quarters since. The position peaked at $305K in Q3 2025. 807 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • National Philanthropic Trust held 3,214 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $217K as of Q2 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new National Philanthropic Trust position in Q2 2026.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of National Philanthropic Trust's portfolio in Q2 2026, its #382 holding.
  • National Philanthropic Trust first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • National Philanthropic Trust's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $305K in Q3 2025.
  • 807 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on National Philanthropic Trust's 13F filing for Q2 2026, filed 14 Aug 2026.