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

Annapolis Financial Services’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
2024
Q3 		$3.44M Buy
62,826
+68
+0.1% +$3.6K 1.02% 32
2024
Q2 		$3.22M Buy
62,758
+38
+0.1% +$1.96K 1.04% 32
2024
Q1 		$3.35M Sell
62,720
-919
-1% -$45.7K 1.1% 33
2023
Q4 		$3.1M Buy
63,639
+37
+0.1% +$1.65K 0.78% 39
2023
Q3 		$2.79M Buy
63,602
+213
+0.3% +$9.79K 0.8% 36
2023
Q2 		$2.91M Buy
63,389
+40
+0.1% +$1.75K 0.83% 36
2023
Q1 		$2.78M Buy
63,349
+35
+0.1% +$1.57K 0.84% 35
2022
Q4 		$2.69M Buy
63,314
+37
+0.1% +$1.57K 0.87% 36
2022
Q3 		$2.44M Buy
63,277
+44
+0.1% +$1.87K 0.9% 32
2022
Q2 		$2.51M Buy
63,233
+994
+2% +$43.1K 0.91% 33
2022
Q1 		$2.94M Buy
62,239
+28
+0% +$1.31K 0.95% 28
2021
Q4 		$3.09M Sell
62,211
-5,112
-8% -$250K 0.96% 29
2021
Q3 		$3.11M Sell
67,323
-6,757
-9% -$319K 1.03% 27
2021
Q2 		$3.5M Buy
74,080
+31
+0% +$1.47K 1.17% 25
2021
Q1 		$3.39M Buy
74,049
+28
+0% +$1.23K 1.24% 25
2020
Q4 		$2.99M Buy
+74,021
New +$2.74M 1.16% 26

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
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
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Annapolis Financial Services's SPMD Position: Q3 2024 in Review

Annapolis Financial Services increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.11% in Q3 2024, buying an estimated $3.6K and bringing the position to 62,826 shares worth $3.44M. The position accounts for 1.02% of the portfolio, ranked #32.

Annapolis Financial Services first reported a position in SPMD in Q4 2020 and has held it in 16 quarters since. The position peaked at $3.5M in Q2 2021. 622 funds tracked by Wall St. Rank hold SPMD as of Q3 2024.

  • Annapolis Financial Services held 62,826 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.44M as of Q3 2024.
  • Annapolis Financial Services bought 68 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2024, an estimated $3.6K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.02% of Annapolis Financial Services's portfolio in Q3 2024, its #32 holding.
  • Annapolis Financial Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2020 and has held it in 16 quarters since.
  • Annapolis Financial Services's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $3.5M in Q2 2021.
  • 622 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.