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Accel Wealth Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Accel Wealth Management’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
2022
Q1 		– Sell
-2,390
Closed -$119K – 966
2021
Q4 		$119K Hold
2,390
– – 0.06% 237
2021
Q3 		$110K Hold
2,390
– – 0.07% 208
2021
Q2 		$113K Sell
2,390
-245
-9% -$11.6K 0.07% 218
2021
Q1 		$121K Hold
2,635
– – 0.1% 187
2020
Q4 		$106K Buy
+2,635
New +$97.7K 0.1% 196

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Accel Wealth Management's SPMD Position: Q1 2022 in Review

Accel Wealth Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2022, closing a stake of 2,390 shares — an estimated $119K sold.

Accel Wealth Management first reported a position in SPMD in Q4 2020 and held it in 5 quarters. The position peaked at $121K in Q1 2021. 394 funds tracked by Wall St. Rank hold SPMD as of Q1 2022.

  • Accel Wealth Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Accel Wealth Management sold 2,390 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2022, an estimated $119K.
  • Accel Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2020 and held it in 5 quarters.
  • Accel Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $121K in Q1 2021.
  • 394 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2022.

Based on Accel Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.