Northwestern Mutual Wealth Management
SPMD icon

Northwestern Mutual Wealth Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Northwestern Mutual Wealth 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
2026
Q1 		$115M Sell
1,948,480
-10,637
-0.5% -$647K 0.07% 142
2025
Q4 		$113M Buy
1,959,117
+346,515
+21% +$19.9M 0.07% 136
2025
Q3 		$92.2M Buy
1,612,602
+62,798
+4% +$3.54M 0.06% 160
2025
Q2 		$84.3M Buy
1,549,804
+315,630
+26% +$16.3M 0.06% 159
2025
Q1 		$63.2M Buy
1,234,174
+105,784
+9% +$5.77M 0.05% 174
2024
Q4 		$61.7M Sell
1,128,390
-60,225
-5% -$3.39M 0.05% 174
2024
Q3 		$65M Buy
1,188,615
+320,629
+37% +$17M 0.06% 162
2024
Q2 		$44.5M Buy
867,986
+28,074
+3% +$1.45M 0.04% 207
2024
Q1 		$44.8M Sell
839,912
-105,415
-11% -$5.24M 0.05% 206
2023
Q4 		$46.1M Buy
945,327
+95,540
+11% +$4.26M 0.05% 187
2023
Q3 		$37.2M Buy
849,787
+110,663
+15% +$5.09M 0.05% 190
2023
Q2 		$33.9M Buy
739,124
+83,445
+13% +$3.65M 0.04% 209
2023
Q1 		$28.8M Buy
655,679
+156,781
+31% +$7.02M 0.04% 219
2022
Q4 		$21.2M Buy
498,898
+177,274
+55% +$7.53M 0.03% 244
2022
Q3 		$12.4M Buy
321,624
+97,586
+44% +$4.14M 0.02% 268
2022
Q2 		$8.89M Buy
224,038
+72,607
+48% +$3.15M 0.02% 309
2022
Q1 		$7.14M Buy
151,431
+17,267
+13% +$807K 0.01% 364
2021
Q4 		$6.67M Sell
134,164
-35,591
-21% -$1.74M 0.01% 365
2021
Q3 		$7.83M Buy
169,755
+34,477
+25% +$1.63M 0.01% 305
2021
Q2 		$6.39M Buy
135,278
+105,771
+358% +$5.02M 0.01% 329
2021
Q1 		$1.35M Buy
29,507
+26,387
+846% +$1.16M ﹤0.01% 612
2020
Q4 		$126K Buy
3,120
+856
+38% +$31.7K ﹤0.01% 1314
2020
Q3 		$74K Buy
2,264
+144
+7% +$4.73K ﹤0.01% 1381
2020
Q2 		$66K Sell
2,120
-25,832
-92% -$755K ﹤0.01% 1360
2020
Q1 		$708K Sell
27,952
-10,927
-28% -$357K ﹤0.01% 550
2019
Q4 		$1.41M Buy
38,879
+37,079
+2,060% +$1.29M ﹤0.01% 452
2019
Q3 		$61K Buy
1,800
+1,736
+2,713% +$58.5K ﹤0.01% 1351
2019
Q2 		$2K Sell
64
-178
-74% -$5.99K ﹤0.01% 2344
2019
Q1 		$8K Buy
+242
New +$7.91K ﹤0.01% 2023
2018
Q3 		– Sell
-27,291
Closed -$952K – 2623
2018
Q2 		$952K Buy
+27,291
New +$939K 0.01% 426

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 $424B AUM 22.94% 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 $6.98B AUM 18.78% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Northwestern Mutual Wealth Management's SPMD Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.54% in Q1 2026, selling an estimated $647K and leaving 1,948,480 shares worth $115M. The position accounts for 0.07% of the portfolio, ranked #142.

Northwestern Mutual Wealth Management first reported a position in SPMD in Q2 2018 and has held it in 30 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Northwestern Mutual Wealth Management held 1,948,480 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $115M as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 10,637 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $647K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.07% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #142 holding.
  • Northwestern Mutual Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2018 and has held it in 30 quarters since.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.