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Andrew C. Karlinski’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Andrew C. Karlinski’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
Q4 		– Sell
-588
Closed -$23K – 202
2022
Q3 		$23K Buy
588
+536
+1,031% +$22.7K 0.03% 121
2022
Q2 		$2K Buy
52
+14
+37% +$607 ﹤0.01% 267
2022
Q1 		$2K Hold
38
– – ﹤0.01% 262
2021
Q4 		$2K Buy
+38
New +$1.86K ﹤0.01% 179

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Andrew C. Karlinski's SPMD Position: Q4 2022 in Review

Andrew C. Karlinski sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2022, closing a stake of 588 shares — an estimated $23K sold.

Andrew C. Karlinski first reported a position in SPMD in Q4 2021 and held it in 4 quarters. The position peaked at $23K in Q3 2022. 428 funds tracked by Wall St. Rank hold SPMD as of Q4 2022.

  • Andrew C. Karlinski reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Andrew C. Karlinski sold 588 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2022, an estimated $23K.
  • Andrew C. Karlinski first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and held it in 4 quarters.
  • Andrew C. Karlinski's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $23K in Q3 2022.
  • 428 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2022.

Based on Andrew C. Karlinski's 13F filing for Q4 2022.