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

Affiance Financial’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 Q1	–	Sell	-889	Closed	-$37.8K	–	371
2022 Q4	$37.8K	Buy	+889	New	+$37.7K	0.02%	184
2020 Q2	–	Sell	-11,401	Closed	-$289K	–	139
2020 Q1	$289K	Hold	11,401	–	–	0.2%	66
2019 Q4	$413K	Hold	11,401	–	–	0.23%	61
2019 Q3	$386K	Hold	11,401	–	–	0.23%	64
2019 Q2	$388K	Hold	11,401	–	–	0.24%	65
2019 Q1	$380K	Sell	11,401 -20,708	-64%	-$677K	0.24%	66
2018 Q4	$945K	Buy	+32,109	New	+$1.05M	0.62%	32

Other funds holding SPMD

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

SPWG

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

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

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

Affiance Financial's SPMD Position: Q1 2023 in Review

Affiance Financial sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2023, closing a stake of 889 shares — an estimated $37.8K sold.

Affiance Financial first reported a position in SPMD in Q4 2018 and held it in 7 quarters. The position peaked at $945K in Q4 2018. 435 funds tracked by Wall St. Rank hold SPMD as of Q1 2023.

Affiance Financial reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 889 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2023, an estimated $37.8K.
Affiance Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2018 and held it in 7 quarters.
Affiance Financial's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $945K in Q4 2018.
435 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.