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 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Norden Group's SPMD Position: Q1 2026 in Review

Norden Group reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.4% in Q1 2026, selling an estimated $5.72K and leaving 3,781 shares worth $224K. 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 7 quarters since. The position peaked at $244K in Q1 2024. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Norden Group held 3,781 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $224K as of Q1 2026.
Norden Group sold 94 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $5.72K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.02% of Norden Group's portfolio in Q1 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 7 quarters since.
Norden Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $244K in Q1 2024.
808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Norden Group's 13F filing for Q1 2026, filed 15 Apr 2026.