BC
SPMD icon

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

Barnett & Company’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
2022
Q1 		– Sell
-17
Closed -$1K – 234
2021
Q4 		$1K Hold
17
– – ﹤0.01% 278
2021
Q3 		$1K Hold
17
– – ﹤0.01% 206
2021
Q2 		$1K Sell
17
-600
-97% -$28.5K ﹤0.01% 218
2021
Q1 		$28K Sell
617
-228
-27% -$10K 0.01% 195
2020
Q4 		$34K Hold
845
– – 0.02% 181
2020
Q3 		$28K Buy
845
+100
+13% +$3.29K 0.02% 184
2020
Q2 		$23K Hold
745
– – 0.02% 176
2020
Q1 		$19K Hold
745
– – 0.02% 191
2019
Q4 		$27K Sell
745
-27
-3% -$941 0.02% 218
2019
Q3 		$26K Hold
772
– – 0.02% 205
2019
Q2 		$26K Hold
772
– – 0.01% 201
2019
Q1 		$26K Hold
772
– – 0.01% 211
2018
Q4 		$23K Buy
772
+650
+533% +$21.2K 0.01% 224
2018
Q3 		$4K Hold
122
– – ﹤0.01% 326
2018
Q2 		$4K Buy
+122
New +$4.2K ﹤0.01% 301

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return