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

Baker Tilly 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
-4,111
Closed -$219K – 399
2024
Q1 		$219K Sell
4,111
-29,027
-88% -$1.44M 0.04% 398
2023
Q4 		$1.61M Sell
33,138
-863
-3% -$38.4K 0.27% 83
2023
Q3 		$1.49M Sell
34,001
-438
-1% -$20.1K 0.25% 88
2023
Q2 		$1.58M Buy
34,439
+51
+0.1% +$2.23K 0.17% 131
2023
Q1 		$1.51M Buy
34,388
+62
+0.2% +$2.77K 0.17% 131
2022
Q4 		$1.46M Buy
34,326
+8
+0% +$340 0.18% 130
2022
Q3 		$1.32M Sell
34,318
-2,474
-7% -$105K 0.18% 119
2022
Q2 		$1.46M Sell
36,792
-343
-0.9% -$14.9K 0.19% 114
2022
Q1 		$1.75M Buy
37,135
+2,004
+6% +$93.7K 0.19% 104
2021
Q4 		$1.75M Buy
35,131
+6,204
+21% +$303K 0.19% 110
2021
Q3 		$1.33M Buy
28,927
+1,837
+7% +$86.7K 0.18% 115
2021
Q2 		$1.28M Buy
27,090
+774
+3% +$36.7K 0.21% 107
2021
Q1 		$1.2M Buy
26,316
+2,239
+9% +$98.3K 0.25% 100
2020
Q4 		$973K Buy
+24,077
New +$893K 0.3% 83

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
AG
AlTi Global New York $4.84B AUM 25.68% 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
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Baker Tilly Wealth Management's SPMD Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2024, closing a stake of 4,111 shares — an estimated $219K sold.

Baker Tilly Wealth Management first reported a position in SPMD in Q4 2020 and held it in 14 quarters. The position peaked at $1.75M in Q1 2022. 590 funds tracked by Wall St. Rank hold SPMD as of Q2 2024.

  • Baker Tilly 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.
  • Baker Tilly Wealth Management sold 4,111 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2024, an estimated $219K.
  • Baker Tilly Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2020 and held it in 14 quarters.
  • Baker Tilly Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.75M in Q1 2022.
  • 590 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.