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

Norden 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 Q3	$257K	Sell	4,072 -232	-5%	-$15.3K	0.02%	556
2026 Q2	$291K	Buy	4,304 +523	+14%	+$33.6K	0.02%	531
2026 Q1	$224K	Sell	3,781 -94	-2%	-$5.72K	0.02%	556
2025 Q4	$224K	Buy	3,875 +34	+0.9%	+$1.95K	0.02%	555
2025 Q3	$220K	Buy	+3,841	New	+$216K	0.02%	546
2025 Q1	–	Sell	-4,011	Closed	-$219K	–	568
2024 Q4	$219K	Sell	4,011 -123	-3%	-$6.92K	0.02%	486
2024 Q3	$226K	Sell	4,134 -5	-0.1%	-$264	0.03%	460
2024 Q2	$212K	Sell	4,139 -438	-10%	-$22.6K	0.04%	379
2024 Q1	$244K	Buy	+4,577	New	+$228K	0.05%	352

Other funds holding SPMD

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return

RKL Wealth Management Lancaster, Pennsylvania $1.26B AUM 18.95% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Norden Group's SPMD Position: Q3 2026 in Review

Norden Group reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 5.4% in Q3 2026, selling an estimated $15.3K and leaving 4,072 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #556.

Norden Group first reported a position in SPMD in Q1 2024 and has held it in 9 quarters since. The position peaked at $291K in Q2 2026. 298 funds tracked by Wall St. Rank hold SPMD as of Q3 2026.

Norden Group held 4,072 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $257K as of Q3 2026.
Norden Group sold 232 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2026, an estimated $15.3K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.02% of Norden Group's portfolio in Q3 2026, its #556 holding.
Norden Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2024 and has held it in 9 quarters since.
Norden Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $291K in Q2 2026.
298 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2026.

Based on Norden Group's 13F filing for Q3 2026, filed 20 Oct 2026.