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

NorthRock Partners’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 		$218K Sell
3,686
-1,828
-33% -$111K ﹤0.01% 604
2025
Q4 		$319K Sell
5,514
-389
-7% -$22.3K 0.01% 464
2025
Q3 		$338K Buy
+5,903
New +$333K 0.01% 657
2025
Q2 		– Sell
-4,120
Closed -$211K – 899
2025
Q1 		$211K Sell
4,120
-166
-4% -$9.05K 0.01% 554
2024
Q4 		$234K Hold
4,286
– – 0.01% 538
2024
Q3 		$234K Buy
4,286
+2,458
+134% +$130K 0.01% 570
2024
Q2 		$93.8K Buy
+1,828
New +$94.3K ﹤0.01% 623

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

NorthRock Partners's SPMD Position: Q1 2026 in Review

NorthRock Partners reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 33% in Q1 2026, selling an estimated $111K and leaving 3,686 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

NorthRock Partners first reported a position in SPMD in Q2 2024 and has held it in 7 quarters since. The position peaked at $338K in Q3 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • NorthRock Partners held 3,686 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $218K as of Q1 2026.
  • NorthRock Partners sold 1,828 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $111K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of NorthRock Partners's portfolio in Q1 2026, its #604 holding.
  • NorthRock Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2024 and has held it in 7 quarters since.
  • NorthRock Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $338K 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 NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.