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SPMD icon

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

Benedetti & Gucer’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
Q1 		$531K Buy
9,945
+24
+0.2% +$1.19K 0.26% 66
2023
Q4 		$483K Sell
9,921
-1,320
-12% -$58.8K 0.25% 71
2023
Q3 		$492K Buy
11,241
+3,398
+43% +$156K 0.27% 69
2023
Q2 		$360K Sell
7,843
-1,763
-18% -$77K 0.19% 93
2023
Q1 		$422K Sell
9,606
-324
-3% -$14.5K 0.24% 82
2022
Q4 		$422K Buy
9,930
+2,087
+27% +$88.6K 0.31% 57
2022
Q3 		$302K Hold
7,843
– – 0.24% 59
2022
Q2 		$342K Sell
7,843
-115
-1% -$4.99K 0.23% 63
2022
Q1 		$375K Hold
7,958
– – 0.25% 58
2021
Q4 		$395K Hold
7,958
– – 0.27% 48
2021
Q3 		$367K Hold
7,958
– – 0.28% 53
2021
Q2 		$376K Hold
7,958
– – 0.34% 46
2021
Q1 		$364K Buy
+7,958
New +$349K 0.33% 47

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
VA
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return