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Bull Oak Capital’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Bull Oak Capital’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
Q2 		– Sell
-77,411
Closed -$3.65M – 27
2022
Q1 		$3.65M Sell
77,411
-6,298
-8% -$295K 2.99% 15
2021
Q4 		$4.16M Buy
+83,709
New +$4.09M 3.77% 11

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Bull Oak Capital's SPMD Position: Q2 2022 in Review

Bull Oak Capital sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2022, closing a stake of 77,411 shares — an estimated $3.65M sold.

Bull Oak Capital first reported a position in SPMD in Q4 2021 and held it in 2 quarters. The position peaked at $4.16M in Q4 2021. 374 funds tracked by Wall St. Rank hold SPMD as of Q2 2022.

  • Bull Oak Capital reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Bull Oak Capital sold 77,411 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2022, an estimated $3.65M.
  • Bull Oak Capital first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and held it in 2 quarters.
  • Bull Oak Capital's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $4.16M in Q4 2021.
  • 374 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2022.

Based on Bull Oak Capital's 13F filing for Q2 2022, filed 4 Oct 2022.