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Atticus Wealth Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Atticus Wealth Management’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
Q2 		– Sell
-3
Closed -$161 – 565
2024
Q1 		$161 Buy
+3
New +$149 ﹤0.01% 535

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AG
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Carson Wealth (CWM LLC)
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
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RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Atticus Wealth Management's SPMD Position: Q2 2024 in Review

Atticus Wealth Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2024, closing a stake of 3 shares — an estimated $161 sold.

Atticus Wealth Management first reported a position in SPMD in Q1 2024 and held it in 1 quarter. The position peaked at $161 in Q1 2024. 590 funds tracked by Wall St. Rank hold SPMD as of Q2 2024.

  • Atticus Wealth Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Atticus Wealth Management sold 3 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2024, an estimated $161.
  • Atticus Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2024 and held it in 1 quarter.
  • Atticus Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $161 in Q1 2024.
  • 590 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2024.

Based on Atticus Wealth Management's 13F filing for Q2 2024, filed 17 Jul 2024.