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

BerganKDV 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 Q2	–	Sell	-482	Closed	-$21.2K	–	1053
2023 Q1	$21.2K	Hold	482	–	–	﹤0.01%	513
2022 Q4	$20.5K	Hold	482	–	–	﹤0.01%	490
2022 Q3	$19K	Hold	482	–	–	﹤0.01%	502
2022 Q2	$19K	Hold	482	–	–	﹤0.01%	503
2022 Q1	$23K	Hold	482	–	–	﹤0.01%	500
2021 Q4	$24K	Hold	482	–	–	﹤0.01%	525
2021 Q3	$22K	Hold	482	–	–	﹤0.01%	515
2021 Q2	$23K	Buy	+482	New	+$22.9K	﹤0.01%	503

Other funds holding SPMD

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC)

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

HighTower Advisors

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

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

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

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