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

Whittier Trust’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	$124K	Hold	1,851	–	–	﹤0.01%	699
2026 Q1	$111K	Hold	1,851	–	–	﹤0.01%	689
2025 Q4	$112K	Hold	1,851	–	–	﹤0.01%	715
2025 Q3	$107K	Hold	1,851	–	–	﹤0.01%	708
2025 Q2	$101K	Hold	1,851	–	–	﹤0.01%	791
2025 Q1	$94.7K	Hold	1,851	–	–	﹤0.01%	797
2024 Q4	$101K	Sell	1,851 -550	-23%	-$31K	﹤0.01%	791
2024 Q3	$131K	Sell	2,401 -300	-11%	-$15.9K	﹤0.01%	738
2024 Q2	$139K	Sell	2,701 -50	-2%	-$2.58K	﹤0.01%	709
2024 Q1	$147K	Buy	2,751 +1,786	+185%	+$88.8K	﹤0.01%	715
2023 Q4	$47K	Hold	965	–	–	﹤0.01%	932
2023 Q3	$42.3K	Sell	965 -50	-5%	-$2.3K	﹤0.01%	959
2023 Q2	$46.6K	Hold	1,015	–	–	﹤0.01%	946
2023 Q1	$44.6K	Hold	1,015	–	–	﹤0.01%	987
2022 Q4	$43.1K	Hold	1,015	–	–	﹤0.01%	993
2022 Q3	$39K	Buy	1,015 +450	+80%	+$19.1K	﹤0.01%	1020
2022 Q2	$22K	Buy	+565	New	+$24.5K	﹤0.01%	1148

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 22.96% 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

Whittier Trust's SPMD Position: Q2 2026 in Review

Whittier Trust held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2026 at 1,851 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Whittier Trust first reported a position in SPMD in Q2 2022 and has held it in 17 quarters since. The position peaked at $147K in Q1 2024. 840 funds tracked by Wall St. Rank hold SPMD as of Q2 2026.

Whittier Trust held 1,851 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $124K as of Q2 2026.
Whittier Trust 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's portfolio in Q2 2026, its #699 holding.
Whittier Trust 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's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $147K in Q1 2024.
840 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's 13F filing for Q2 2026, filed 28 Jul 2026.