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

Carolinas Wealth Consulting’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
Q2 		– Sell
-1,355
Closed -$72.3K – 1075
2024
Q1 		$72.3K Hold
1,355
– – 0.01% 324
2023
Q4 		$66K Hold
1,355
– – 0.01% 298
2023
Q3 		$56.2K Sell
1,355
-205
-13% -$9.43K 0.01% 300
2023
Q2 		$71.6K Buy
1,560
+71
+5% +$3.1K 0.01% 305
2023
Q1 		$65.4K Sell
1,489
-39
-3% -$1.75K 0.01% 322
2022
Q4 		$64.9K Buy
+1,528
New +$64.9K 0.01% 316

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Carolinas Wealth Consulting's SPMD Position: Q2 2024 in Review

Carolinas Wealth Consulting sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2024, closing a stake of 1,355 shares — an estimated $72.3K sold.

Carolinas Wealth Consulting first reported a position in SPMD in Q4 2022 and held it in 6 quarters. The position peaked at $72.3K in Q1 2024. 590 funds tracked by Wall St. Rank hold SPMD as of Q2 2024.

  • Carolinas Wealth Consulting reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,355 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2024, an estimated $72.3K.
  • Carolinas Wealth Consulting first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2022 and held it in 6 quarters.
  • Carolinas Wealth Consulting's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $72.3K in Q1 2024.
  • 590 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2024, filed 12 Aug 2024.