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

Addison Advisors’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
2023 Q4	–	Sell	-301	Closed	-$13.2K	–	722
2023 Q3	$13.2K	Hold	301	–	–	0.01%	467
2023 Q2	$13.8K	Hold	301	–	–	0.01%	445
2023 Q1	$13.2K	Hold	301	–	–	0.01%	436
2022 Q4	$12.8K	Hold	301	–	–	0.01%	425
2022 Q3	$12K	Hold	301	–	–	0.01%	430
2022 Q2	$12K	Hold	301	–	–	0.01%	428
2022 Q1	$14K	Buy	+301	New	+$14.1K	0.01%	438

Other funds holding SPMD

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

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return