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

Advisor Partners’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 Q2	$235K	Hold	5,918	–	–	0.02%	722
2022 Q1	$279K	Hold	5,918	–	–	0.02%	699
2021 Q4	$295K	Sell	5,918 -94	-2%	-$4.59K	0.02%	672
2021 Q3	$277K	Sell	6,012 -27	-0.4%	-$1.27K	0.02%	666
2021 Q2	$285K	Sell	6,039 -752	-11%	-$35.7K	0.02%	664
2021 Q1	$310K	Sell	6,791 -377	-5%	-$16.5K	0.02%	621
2020 Q4	$290K	Sell	7,168 -1,296	-15%	-$48.1K	0.02%	599
2020 Q3	$274K	Buy	8,464 +570	+7%	+$18.7K	0.02%	551
2020 Q2	$247K	Sell	7,894 -499	-6%	-$14.6K	0.02%	579
2020 Q1	$212K	Buy	+8,393	New	+$275K	0.03%	533

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Advisor Partners's SPMD Position: Q2 2022 in Review

Advisor Partners held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2022 at 5,918 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #722.

Advisor Partners first reported a position in SPMD in Q1 2020 and has held it in 10 quarters since. The position peaked at $310K in Q1 2021. 374 funds tracked by Wall St. Rank hold SPMD as of Q2 2022.

Advisor Partners held 5,918 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $235K as of Q2 2022.
Advisor Partners left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q2 2022.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.02% of Advisor Partners's portfolio in Q2 2022, its #722 holding.
Advisor Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2020 and has held it in 10 quarters since.
Advisor Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $310K in Q1 2021.
374 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.