NorthCrest Asset Manangement’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

NorthCrest Asset Manangement’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	$10.5M	Buy	158,018 +59,604	+61%	+$3.83M	0.27%	93
2026 Q1	$5.88M	Buy	98,414 +42,589	+76%	+$2.59M	0.18%	119
2025 Q4	$3.32M	Buy	55,825 +1,671	+3%	+$96K	0.07%	182
2025 Q3	$3.09M	Buy	54,154 +1,260	+2%	+$71K	0.07%	184
2025 Q2	$2.96M	Buy	52,894 +23,719	+81%	+$1.22M	0.08%	178
2025 Q1	$1.49M	Buy	+29,175	New	+$1.59M	0.05%	240

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

NorthCrest Asset Manangement's SPMD Position: Q2 2026 in Review

NorthCrest Asset Manangement increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 61% in Q2 2026, buying an estimated $3.83M and bringing the position to 158,018 shares worth $10.5M. The position accounts for 0.27% of the portfolio, ranked #93.

NorthCrest Asset Manangement first reported a position in SPMD in Q1 2025 and has held it in 6 quarters since. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

NorthCrest Asset Manangement held 158,018 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $10.5M as of Q2 2026.
NorthCrest Asset Manangement bought 59,604 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $3.83M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.27% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #93 holding.
NorthCrest Asset Manangement first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2025 and has held it in 6 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 NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.