True North Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

True North Advisors’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	$270K	Hold	3,992	–	–	0.03%	242
2026 Q1	$236K	Hold	3,992	–	–	0.03%	224
2025 Q4	$231K	Hold	3,992	–	–	0.03%	235
2025 Q3	$228K	Hold	3,992	–	–	0.04%	205
2025 Q2	$217K	Sell	3,992 -7	-0.2%	-$361	0.04%	211
2025 Q1	$205K	Hold	3,999	–	–	0.04%	237
2024 Q4	$219K	Buy	3,999 +7	+0.2%	+$394	0.05%	179
2024 Q3	$218K	Hold	3,992	–	–	0.06%	174
2024 Q2	$205K	Hold	3,992	–	–	0.05%	187
2024 Q1	$213K	Buy	+3,992	New	+$199K	0.06%	183

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 22.9% 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

True North Advisors's SPMD Position: Q2 2026 in Review

True North Advisors held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 3,992 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #242.

True North Advisors first reported a position in SPMD in Q1 2024 and has held it in 10 quarters since. 846 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

True North Advisors held 3,992 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $270K as of Q2 2026.
True North Advisors left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.03% of True North Advisors's portfolio in Q2 2026, its #242 holding.
True North Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2024 and has held it in 10 quarters since.
846 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.