Neuberger Berman Group
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Neuberger Berman Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Neuberger Berman Group’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 		$588K Buy
8,708
+284
+3% +$18.3K ﹤0.01% 1734
2026
Q1 		$499K Hold
8,424
– – ﹤0.01% 1645
2025
Q4 		$488K Hold
8,424
– – ﹤0.01% 1644
2025
Q3 		$482K Buy
8,424
+820
+11% +$46.2K ﹤0.01% 1605
2025
Q2 		$414K Buy
+7,604
New +$392K ﹤0.01% 1642

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

Neuberger Berman Group's SPMD Position: Q2 2026 in Review

Neuberger Berman Group increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3.4% in Q2 2026, buying an estimated $18.3K and bringing the position to 8,708 shares worth $588K. The position accounts for ﹤0.01% of the portfolio, ranked #1734.

Neuberger Berman Group 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.

  • Neuberger Berman Group held 8,708 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $588K as of Q2 2026.
  • Neuberger Berman Group bought 284 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $18.3K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Neuberger Berman Group's portfolio in Q2 2026, its #1734 holding.
  • Neuberger Berman Group 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 Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.