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 Q2	$267K	Buy	3,946 +260	+7%	+$16.7K	﹤0.01%	575
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 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

NorthRock Partners's SPMD Position: Q2 2026 in Review

NorthRock Partners increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 7.1% in Q2 2026, buying an estimated $16.7K and bringing the position to 3,946 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

NorthRock Partners first reported a position in SPMD in Q2 2024 and has held it in 8 quarters since. The position peaked at $338K in Q3 2025. 844 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

NorthRock Partners held 3,946 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $267K as of Q2 2026.
NorthRock Partners bought 260 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2026, an estimated $16.7K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of NorthRock Partners's portfolio in Q2 2026, its #575 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 8 quarters since.
NorthRock Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $338K in Q3 2025.
844 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.