SPMD — SPDR Portfolio S&P 400 Mid Cap ETF

Ownership history in CITIZENS & NORTHERN CORP  ·  13 quarters on record

AI Ownership Summary

CITIZENS & NORTHERN CORP reported SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.61% in 2024 Q1. The latest visible filing shows SPMD at 3.38% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPMD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CITIZENS & NORTHERN CORP's position in SPDR Portfolio S&P 400 Mid Cap ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SPMD was reported at 3.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.61% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPMD stock page CITIZENS & NORTHERN CORP fund profile CITIZENS & NORTHERN CORP full holdings
How CITIZENS & NORTHERN CORP held SPMD — position size vs. price
% of Fund (quarterly)    SPMD price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 235,643 +3,261 +1.4% 3.38% $13.6M 2026-02-14 (Est.) $62.30
2025 Q3 ADDED 232,382 +176 +0.1% 3.29% $13.3M 2025-10-24 $57.43
2025 Q2 REDUCED 232,206 -58,989 -20.3% 3.38% $12.6M 2025-07-30 $55.31
2025 Q1 ADDED 291,195 +10,682 +3.8% 4.20% $14.9M 2025-04-21 $46.34
2024 Q4 ADDED 280,513 +2,585 +0.9% 4.20% $15.3M 2025-01-31 $55.72
2024 Q3 ADDED 277,928 +232 +0.1% 4.56% $15.2M 2024-11-04 $53.41
2024 Q2 ADDED 277,696 +22,217 +8.7% 4.46% $14.2M 2024-07-30 $52.66
2024 Q1 ADDED 255,479 +83,056 +48.2% 4.61% $13.6M 2024-05-13 $50.99
2023 Q4 REDUCED 172,423 -5,876 -3.3% 3.00% $8.4M 2024-02-09 $47.68
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPMD

As of 2025 Q4 — sorted by position size

Marathon Strategic Advisors, LLC 13.32% MASON STREET ADVISORS, LLC 3Y 7Y 9.04% TEXAS PERMANENT SCHOOL FUND CORP 3Y 7Y 7.93% Atlas Private Wealth Advisors 3Y 7.45% RESTON WEALTH MANAGEMENT LLC 3Y 7Y 6.8% RETIREMENT FINANCIAL SOLUTIONS, LLC 3Y 6.31% Peterson Wealth Advisors, LLC 3Y 7Y 5.68% New Perspectives, Inc 3Y 5.68% Omnitrust Wealth Management, Inc 5.66% Montz Harcus Wealth Management LLC 3Y 5.46%

FAQ About CITIZENS & NORTHERN CORP and SPMD

These are the practical questions this page is built to answer before you even open the full history table.

How long has CITIZENS & NORTHERN CORP reported owning SPMD?

CITIZENS & NORTHERN CORP reported SPMD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SPMD position in CITIZENS & NORTHERN CORP's portfolio?

The largest reported portfolio weight for SPMD was 4.61% in 2024 Q1.

What is the latest reported SPMD position on this page?

The most recent filing on this page is 2025 Q4, when CITIZENS & NORTHERN CORP reported 235,643 shares, equal to 3.38% of portfolio, with an estimated market value of $13.6M.

What does the chart on this SPMD ownership page compare?

The chart compares CITIZENS & NORTHERN CORP's quarterly SPMD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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