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WhitTier Trust Company’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

WhitTier Trust Company’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 		$81.3K Hold
1,230
– – ﹤0.01% 643
2026
Q1 		$73.8K Hold
1,230
– – ﹤0.01% 650
2025
Q4 		$74.2K Sell
1,230
-50
-4% -$2.87K ﹤0.01% 640
2025
Q3 		$73.8K Sell
1,280
-70
-5% -$3.94K ﹤0.01% 612
2025
Q2 		$73.4K Hold
1,350
– – ﹤0.01% 695
2025
Q1 		$69.1K Sell
1,350
-190
-12% -$10.4K ﹤0.01% 692
2024
Q4 		$84.2K Hold
1,540
– – ﹤0.01% 642
2024
Q3 		$84.2K Sell
1,540
-285
-16% -$15.1K ﹤0.01% 631
2024
Q2 		$93.6K Sell
1,825
-55
-3% -$2.84K ﹤0.01% 576
2024
Q1 		$100K Hold
1,880
– – ﹤0.01% 553
2023
Q4 		$91.6K Hold
1,880
– – ﹤0.01% 576
2023
Q3 		$82.3K Hold
1,880
– – ﹤0.01% 575
2023
Q2 		$86.3K Hold
1,880
– – ﹤0.01% 586
2023
Q1 		$82.6K Sell
1,880
-600
-24% -$26.9K ﹤0.01% 583
2022
Q4 		$105K Sell
2,480
-50
-2% -$2.12K ﹤0.01% 554
2022
Q3 		$98K Hold
2,530
– – ﹤0.01% 561
2022
Q2 		$100K Buy
+2,530
New +$110K ﹤0.01% 560

Other funds holding SPMD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AG
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

WhitTier Trust Company's SPMD Position: Q2 2026 in Review

WhitTier Trust Company held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 1,230 shares worth $81.3K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

WhitTier Trust Company first reported a position in SPMD in Q2 2022 and has held it in 17 quarters since. The position peaked at $105K in Q4 2022. 565 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

  • WhitTier Trust Company held 1,230 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $81.3K as of Q2 2026.
  • WhitTier Trust Company 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 ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #643 holding.
  • WhitTier Trust Company first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • WhitTier Trust Company's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $105K in Q4 2022.
  • 565 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.