Better Money Decisions’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Better Money Decisions’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
2022 Q3	–	Sell	-1,866	Closed	-$74K	–	384
2022 Q2	$74K	Buy	+1,866	New	+$80.9K	0.06%	114
2021 Q4	–	Sell	-8,272	Closed	-$382K	–	499
2021 Q3	$382K	Buy	8,272 +44	+0.5%	+$2.08K	0.31%	45
2021 Q2	$388K	Buy	8,228 +48	+0.6%	+$2.28K	0.35%	44
2021 Q1	$374K	Buy	+8,180	New	+$359K	0.39%	38

Other funds holding SPMD

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Better Money Decisions's SPMD Position: Q3 2022 in Review

Better Money Decisions sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2022, closing a stake of 1,866 shares — an estimated $74K sold.

Better Money Decisions first reported a position in SPMD in Q1 2021 and held it in 4 quarters. The position peaked at $388K in Q2 2021. 381 funds tracked by Wall St. Rank hold SPMD as of Q3 2022.

Better Money Decisions reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 1,866 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2022, an estimated $74K.
Better Money Decisions first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2021 and held it in 4 quarters.
Better Money Decisions's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $388K in Q2 2021.
381 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.