White Pine Capital’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

White Pine Capital’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	$800K	Hold	13,511	–	–	0.23%	118
2025 Q4	$782K	Hold	13,511	–	–	0.22%	120
2025 Q3	$773K	Hold	13,511	–	–	0.22%	124
2025 Q2	$735K	Hold	13,511	–	–	0.23%	116
2025 Q1	$691K	Hold	13,511	–	–	0.24%	110
2024 Q4	$739K	Hold	13,511	–	–	0.25%	116
2024 Q3	$739K	Hold	13,511	–	–	0.25%	111
2024 Q2	$693K	Hold	13,511	–	–	0.26%	108
2024 Q1	$678K	Hold	13,511	–	–	0.26%	111
2023 Q4	$658K	Hold	13,511	–	–	0.25%	116
2023 Q3	$592K	Buy	13,511 +4,300	+47%	+$198K	0.24%	116
2023 Q2	$423K	Buy	9,211 +1,211	+15%	+$52.9K	0.16%	145
2023 Q1	$352K	Hold	8,000	–	–	0.14%	156
2022 Q4	$340K	Hold	8,000	–	–	0.13%	156
2022 Q3	$308K	Hold	8,000	–	–	0.13%	158
2022 Q2	$318K	Hold	8,000	–	–	0.12%	163
2022 Q1	$377K	Hold	8,000	–	–	0.12%	172
2021 Q4	$398K	Hold	8,000	–	–	0.12%	177
2021 Q3	$369K	Hold	8,000	–	–	0.11%	177
2021 Q2	$379K	Hold	8,000	–	–	0.11%	176
2021 Q1	$366K	Hold	8,000	–	–	0.12%	177
2020 Q4	$323K	Hold	8,000	–	–	0.11%	182
2020 Q3	$261K	Hold	8,000	–	–	0.11%	186
2020 Q2	$250K	Sell	8,000 -500	-6%	-$14.6K	0.11%	177
2020 Q1	$215K	Buy	8,500 +450	+6%	+$14.7K	0.11%	168
2019 Q4	$292K	Hold	8,050	–	–	0.11%	175
2019 Q3	$273K	Hold	8,050	–	–	0.1%	193
2019 Q2	$274K	Buy	+8,050	New	+$271K	0.1%	187

Other funds holding SPMD

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

White Pine Capital's SPMD Position: Q1 2026 in Review

White Pine Capital held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q1 2026 at 13,511 shares worth $800K. The position accounts for 0.23% of the portfolio, ranked #118.

White Pine Capital first reported a position in SPMD in Q2 2019 and has held it in 28 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

White Pine Capital held 13,511 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $800K as of Q1 2026.
White Pine Capital left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.23% of White Pine Capital's portfolio in Q1 2026, its #118 holding.
White Pine Capital first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2019 and has held it in 28 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 White Pine Capital's 13F filing for Q1 2026, filed 11 May 2026.