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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Benedetti & Gucer's SPMD Position: Q1 2024 in Review

Benedetti & Gucer increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.24% in Q1 2024, buying an estimated $1.19K and bringing the position to 9,945 shares worth $531K. The position accounts for 0.26% of the portfolio, ranked #66.

Benedetti & Gucer first reported a position in SPMD in Q1 2021 and has held it in 13 quarters since. 567 funds tracked by Wall St. Rank hold SPMD as of Q1 2024.

Benedetti & Gucer held 9,945 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $531K as of Q1 2024.
Benedetti & Gucer bought 24 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2024, an estimated $1.19K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.26% of Benedetti & Gucer's portfolio in Q1 2024, its #66 holding.
Benedetti & Gucer first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2021 and has held it in 13 quarters since.
567 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.