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

American Portfolios 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
2022
Q3 		$278K Sell
7,201
-415
-5% -$17.6K 0.01% 883
2022
Q2 		$302K Sell
7,616
-359
-5% -$15.6K 0.01% 873
2022
Q1 		$376K Buy
7,975
+76
+1% +$3.55K 0.01% 865
2021
Q4 		$393K Buy
7,899
+458
+6% +$22.4K 0.01% 852
2021
Q3 		$343K Buy
7,441
+504
+7% +$23.8K 0.01% 883
2021
Q2 		$328K Buy
6,937
+137
+2% +$6.5K 0.01% 917
2021
Q1 		$311K Buy
6,800
+242
+4% +$10.6K 0.01% 849
2020
Q4 		$265K Buy
6,558
+1,283
+24% +$47.6K 0.01% 785
2020
Q3 		$172K Sell
5,275
-762
-13% -$25K 0.01% 852
2020
Q2 		$189K Buy
6,037
+1,197
+25% +$35K 0.01% 755
2020
Q1 		$123K Buy
4,840
+140
+3% +$4.58K 0.01% 825
2019
Q4 		$170K Buy
4,700
+590
+14% +$20.6K 0.01% 805
2019
Q3 		$139K Buy
4,110
+3,650
+793% +$123K 0.01% 844
2019
Q2 		$15.7K Hold
460
– – ﹤0.01% 1752
2019
Q1 		$15.3K Buy
+460
New +$15K ﹤0.01% 1671

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 $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

American Portfolios Advisors's SPMD Position: Q3 2022 in Review

American Portfolios Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 5.4% in Q3 2022, selling an estimated $17.6K and leaving 7,201 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #883.

American Portfolios Advisors first reported a position in SPMD in Q1 2019 and has held it in 15 quarters since. The position peaked at $393K in Q4 2021. 381 funds tracked by Wall St. Rank hold SPMD as of Q3 2022.

  • American Portfolios Advisors held 7,201 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $278K as of Q3 2022.
  • American Portfolios Advisors sold 415 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2022, an estimated $17.6K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #883 holding.
  • American Portfolios Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2019 and has held it in 15 quarters since.
  • American Portfolios Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $393K in Q4 2021.
  • 381 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.