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

Northern Trust’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	$8.17M	Buy	137,890 +566	+0.4%	+$34.5K	﹤0.01%	2188
2025 Q4	$7.95M	Sell	137,324 -42,474	-24%	-$2.44M	﹤0.01%	2202
2025 Q3	$10.3M	Sell	179,798 -6,610	-4%	-$372K	﹤0.01%	2101
2025 Q2	$10.1M	Buy	186,408 +77,438	+71%	+$3.99M	﹤0.01%	2070
2025 Q1	$5.58M	Sell	108,970 -9,438	-8%	-$514K	﹤0.01%	2362
2024 Q4	$6.48M	Buy	118,408 +639	+0.5%	+$36K	﹤0.01%	2366
2024 Q3	$6.44M	Sell	117,769 -42	-0%	-$2.22K	﹤0.01%	2330
2024 Q2	$6.04M	Sell	117,811 -3,830	-3%	-$198K	﹤0.01%	2285
2024 Q1	$6.49M	Sell	121,641 -5,716	-4%	-$284K	﹤0.01%	2312
2023 Q4	$6.2M	Hold	127,357	–	–	﹤0.01%	2374
2023 Q3	$5.58M	Buy	127,357 +38,771	+44%	+$1.78M	﹤0.01%	2378
2023 Q2	$4.07M	Sell	88,586 -2,070	-2%	-$90.4K	﹤0.01%	2610
2023 Q1	$3.98M	Buy	90,656 +888	+1%	+$39.7K	﹤0.01%	2595
2022 Q4	$3.82M	Buy	89,768 +4,588	+5%	+$195K	﹤0.01%	2648
2022 Q3	$3.29M	Buy	85,180 +6,036	+8%	+$256K	﹤0.01%	2737
2022 Q2	$3.14M	Sell	79,144 -2,693	-3%	-$117K	﹤0.01%	2811
2022 Q1	$3.86M	Hold	81,837	–	–	﹤0.01%	2737
2021 Q4	$4.07M	Hold	81,837	–	–	﹤0.01%	2815
2021 Q3	$3.78M	Buy	81,837 +925	+1%	+$43.7K	﹤0.01%	2917
2021 Q2	$3.82M	Buy	80,912 +917	+1%	+$43.5K	﹤0.01%	2996
2021 Q1	$3.66M	Buy	79,995 +2,070	+3%	+$90.8K	﹤0.01%	2939
2020 Q4	$3.15M	Hold	77,925	–	–	﹤0.01%	2945
2020 Q3	$2.54M	Hold	77,925	–	–	﹤0.01%	2940
2020 Q2	$2.44M	Hold	77,925	–	–	﹤0.01%	2933
2020 Q1	$1.97M	Hold	77,925	–	–	﹤0.01%	2866
2019 Q4	$2.82M	Hold	77,925	–	–	﹤0.01%	2918
2019 Q3	$2.64M	Hold	77,925	–	–	﹤0.01%	2930
2019 Q2	$2.65M	Hold	77,925	–	–	﹤0.01%	2911
2019 Q1	$2.6M	Hold	77,925	–	–	﹤0.01%	2921
2018 Q4	$2.29M	Hold	77,925	–	–	﹤0.01%	2971
2018 Q3	$2.82M	Hold	77,925	–	–	﹤0.01%	3020
2018 Q2	$2.72M	Hold	77,925	–	–	﹤0.01%	3042
2018 Q1	$2.58M	Buy	77,925 +8,400	+12%	+$283K	﹤0.01%	2972
2017 Q4	$2.32M	Hold	69,525	–	–	﹤0.01%	3060
2017 Q3	$2.22M	Hold	69,525	–	–	﹤0.01%	3110
2017 Q2	$2.15M	Hold	69,525	–	–	﹤0.01%	3129
2017 Q1	$2.11M	Hold	69,525	–	–	﹤0.01%	3056
2016 Q4	$2.06M	Hold	69,525	–	–	﹤0.01%	3075
2016 Q3	$1.91M	Hold	69,525	–	–	﹤0.01%	3094
2016 Q2	$1.8M	Sell	69,525 -19,275	-22%	-$495K	﹤0.01%	3098
2016 Q1	$2.24M	Hold	88,800	–	–	﹤0.01%	2912
2015 Q4	$2.27M	Sell	88,800 -37,245	-30%	-$1M	﹤0.01%	2985
2015 Q3	$3.23M	Hold	126,045	–	–	﹤0.01%	2747
2015 Q2	$3.66M	Hold	126,045	–	–	﹤0.01%	2713
2015 Q1	$3.67M	Hold	126,045	–	–	﹤0.01%	2707
2014 Q4	$3.54M	Hold	126,045	–	–	﹤0.01%	2717
2014 Q3	$3.47M	Hold	126,045	–	–	﹤0.01%	2755
2014 Q2	$3.65M	Hold	126,045	–	–	﹤0.01%	2734
2014 Q1	$3.53M	Hold	126,045	–	–	﹤0.01%	2786
2013 Q4	$3.47M	Hold	126,045	–	–	﹤0.01%	2801
2013 Q3	$3.5M	Hold	126,045	–	–	﹤0.01%	2738
2013 Q2	$3.2M	Buy	+126,045	New	+$3.2M	﹤0.01%	2694

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 $6.98B AUM 18.78% 1-Year Est. Return

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

Northern Trust's SPMD Position: Q1 2026 in Review

Northern Trust increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.41% in Q1 2026, buying an estimated $34.5K and bringing the position to 137,890 shares worth $8.17M. The position accounts for ﹤0.01% of the portfolio, ranked #2188.

Northern Trust first reported a position in SPMD in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.3M in Q3 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Northern Trust held 137,890 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $8.17M as of Q1 2026.
Northern Trust bought 566 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $34.5K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Northern Trust's portfolio in Q1 2026, its #2188 holding.
Northern Trust first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2013 and has held it in 52 quarters since.
Northern Trust's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $10.3M in Q3 2025.
808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Northern Trust's 13F filing for Q1 2026, filed 14 May 2026.