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Avantax Planning Partners’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Avantax Planning Partners’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 		– Sell
-13,798
Closed -$708K – 482
2024
Q2 		$708K Sell
13,798
-73
-0.5% -$3.77K 0.02% 236
2024
Q1 		$740K Buy
13,871
+165
+1% +$8.21K 0.02% 239
2023
Q4 		$668K Sell
13,706
-15
-0.1% -$668 0.03% 209
2023
Q3 		$601K Sell
13,721
-1,211
-8% -$55.7K 0.03% 211
2023
Q2 		$685K Buy
14,932
+2
+0% +$87 0.03% 203
2023
Q1 		$656K Sell
14,930
-10
-0.1% -$448 0.03% 212
2022
Q4 		$635K Sell
14,940
-2
-0% -$85 0.03% 215
2022
Q3 		$576K Buy
14,942
+4
+0% +$170 0.03% 208
2022
Q2 		$593K Sell
14,938
-9
-0.1% -$390 0.03% 202
2022
Q1 		$705K Buy
14,947
+10
+0.1% +$468 0.03% 196
2021
Q4 		$743K Sell
14,937
-14
-0.1% -$684 0.03% 183
2021
Q3 		$690K Buy
14,951
+32
+0.2% +$1.51K 0.03% 172
2021
Q2 		$704K Sell
14,919
-4
-0% -$190 0.03% 166
2021
Q1 		$683K Sell
14,923
-1,087
-7% -$47.7K 0.04% 163
2020
Q4 		$647K Buy
16,010
+10
+0.1% +$371 0.03% 160
2020
Q3 		$522K Sell
16,000
-2,193
-12% -$72K 0.03% 176
2020
Q2 		$569K Sell
18,193
-971
-5% -$28.4K 0.03% 163
2020
Q1 		$485K Sell
19,164
-10,586
-36% -$346K 0.03% 157
2019
Q4 		$1.08M Sell
29,750
-436
-1% -$15.2K 0.06% 107
2019
Q3 		$1.02M Sell
30,186
-890
-3% -$30K 0.06% 105
2019
Q2 		$1.06M Sell
31,076
-1,326
-4% -$44.7K 0.07% 101
2019
Q1 		$1.08M Sell
32,402
-60,345
-65% -$1.97M 0.08% 98
2018
Q4 		$2.73M Buy
+92,747
New +$3.02M 0.21% 47

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $424B AUM 22.96% 1-Year Est. Return

Avantax Planning Partners's SPMD Position: Q3 2024 in Review

Avantax Planning Partners sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2024, closing a stake of 13,798 shares — an estimated $708K sold.

Avantax Planning Partners first reported a position in SPMD in Q4 2018 and held it in 23 quarters. The position peaked at $2.73M in Q4 2018. 622 funds tracked by Wall St. Rank hold SPMD as of Q3 2024.

  • Avantax Planning Partners reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Avantax Planning Partners sold 13,798 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2024, an estimated $708K.
  • Avantax Planning Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2018 and held it in 23 quarters.
  • Avantax Planning Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.73M in Q4 2018.
  • 622 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2024.

Based on Avantax Planning Partners's 13F filing for Q3 2024, filed 14 Nov 2024.