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

Baystate 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
2023 Q4	$2.06K	Buy	+42	New	+$1.87K	﹤0.01%	1055
2023 Q3	–	Sell	-114	Closed	-$5.24K	–	1093
2023 Q2	$5.25K	Buy	+114	New	+$4.98K	﹤0.01%	691
2023 Q1	–	Sell	-315	Closed	-$13K	–	1078
2022 Q4	$13K	Buy	+315	New	+$13.4K	﹤0.01%	529

Other funds holding SPMD

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return

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

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Baystate Wealth Management's SPMD Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2023: 42 shares worth $2.06K. The stake represents ﹤0.01% of the portfolio and ranks #1055 among its holdings. This is a return to the name: Baystate Wealth Management previously reported a position in SPMD as recently as Q2 2023.

Baystate Wealth Management first reported a position in SPMD in Q4 2022 and has held it in 3 quarters since. The position peaked at $13K in Q4 2022. 548 funds tracked by Wall St. Rank hold SPMD as of Q4 2023.

Baystate Wealth Management held 42 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $2.06K as of Q4 2023.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Baystate Wealth Management position in Q4 2023.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1055 holding.
Baystate Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2022 and has held it in 3 quarters since.
Baystate Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $13K in Q4 2022.
548 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.