Axiom Advisory’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Axiom Advisory’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	$216K	Buy	+4,078	New	+$216K	﹤0.01%	285

Other funds holding SPMD

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Axiom Advisory's SPMD Position: Q3 2024 in Review

Axiom Advisory opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2024: 4,078 shares worth $216K. The stake represents ﹤0.01% of the portfolio and ranks #285 among its holdings.

622 funds tracked by Wall St. Rank hold SPMD as of Q3 2024.

Axiom Advisory held 4,078 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $216K as of Q3 2024.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Axiom Advisory position in Q3 2024.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Axiom Advisory's portfolio in Q3 2024, its #285 holding.
622 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.