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 $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

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

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

HighTower Advisors

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return