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Northern Capital Management (Washington)’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Northern Capital Management (Washington)’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
2025
Q3 		– Sell
-13,764
Closed -$748K – 47
2025
Q2 		$748K Buy
13,764
+538
+4% +$27.7K 0.44% 20
2025
Q1 		$677K Buy
13,226
+2,141
+19% +$117K 0.44% 19
2024
Q4 		$606K Buy
11,085
+1,697
+18% +$95.5K 0.37% 20
2024
Q3 		$513K Buy
9,388
+1,437
+18% +$76K 0.32% 22
2024
Q2 		$408K Buy
+7,951
New +$410K 0.27% 23

Other funds holding SPMD

Creative Planning
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

Northern Capital Management (Washington)'s SPMD Position: Q3 2025 in Review

Northern Capital Management (Washington) sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2025, closing a stake of 13,764 shares — an estimated $748K sold.

Northern Capital Management (Washington) first reported a position in SPMD in Q2 2024 and held it in 5 quarters. The position peaked at $748K in Q2 2025. 730 funds tracked by Wall St. Rank hold SPMD as of Q3 2025.

  • Northern Capital Management (Washington) reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Northern Capital Management (Washington) sold 13,764 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2025, an estimated $748K.
  • Northern Capital Management (Washington) first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2024 and held it in 5 quarters.
  • Northern Capital Management (Washington)'s State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $748K in Q2 2025.
  • 730 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2025.

Based on Northern Capital Management (Washington)'s 13F filing for Q3 2025, filed 6 Nov 2025.