NCM
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Northwest Capital Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Northwest Capital Management’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
-435
Closed -$23.7K – 325
2025
Q2 		$23.7K Sell
435
-5,946
-93% -$306K 0.01% 212
2025
Q1 		$327K Buy
6,381
+1,921
+43% +$105K 0.13% 90
2024
Q4 		$244K Buy
4,460
+1,802
+68% +$101K 0.1% 91
2024
Q3 		$145K Buy
2,658
+90
+4% +$4.76K 0.05% 127
2024
Q2 		$132K Sell
2,568
-340
-12% -$17.5K 0.05% 130
2024
Q1 		$155K Buy
2,908
+62
+2% +$3.08K 0.05% 149
2023
Q4 		$139K Hold
2,846
– – 0.05% 149
2023
Q3 		$125K Buy
2,846
+491
+21% +$22.6K 0.05% 148
2023
Q2 		$108K Buy
+2,355
New +$103K 0.05% 155

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
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 $103B AUM 28.65% 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 $424B AUM 22.94% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Northwest Capital Management's SPMD Position: Q3 2025 in Review

Northwest Capital Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2025, closing a stake of 435 shares — an estimated $23.7K sold.

Northwest Capital Management first reported a position in SPMD in Q2 2023 and held it in 9 quarters. The position peaked at $327K in Q1 2025. 730 funds tracked by Wall St. Rank hold SPMD as of Q3 2025.

  • Northwest Capital Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Northwest Capital Management sold 435 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2025, an estimated $23.7K.
  • Northwest Capital Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2023 and held it in 9 quarters.
  • Northwest Capital Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $327K in Q1 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 Northwest Capital Management's 13F filing for Q3 2025, filed 20 Oct 2025.