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Benjamin F. Edwards & Company’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Benjamin F. Edwards & 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
2024
Q1 		– Sell
-525
Closed -$26K – 2245
2023
Q4 		$26K Buy
+525
New +$23.4K ﹤0.01% 1421

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LPL Financial
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AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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 $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $1.55T AUM 33.47% 1-Year Est. Return

Benjamin F. Edwards & Company's SPMD Position: Q1 2024 in Review

Benjamin F. Edwards & Company sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2024, closing a stake of 525 shares — an estimated $26K sold.

Benjamin F. Edwards & Company first reported a position in SPMD in Q4 2023 and held it in 1 quarter. The position peaked at $26K in Q4 2023. 567 funds tracked by Wall St. Rank hold SPMD as of Q1 2024.

  • Benjamin F. Edwards & Company reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 525 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2024, an estimated $26K.
  • Benjamin F. Edwards & Company first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and held it in 1 quarter.
  • Benjamin F. Edwards & Company's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $26K in Q4 2023.
  • 567 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2024, filed 29 Apr 2024.