CBFP
SPMD icon

Cedar Brook Financial Partners’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Cedar Brook Financial Partners’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
-4,212
Closed -$225K – 351
2024
Q1 		$225K Hold
4,212
– – 0.04% 392
2023
Q4 		$202K Buy
+4,212
New +$188K 0.04% 399
2023
Q3 		– Sell
-4,594
Closed -$211K – 421
2023
Q2 		$211K Sell
4,594
-6
-0.1% -$262 0.05% 374
2023
Q1 		$202K Buy
+4,600
New +$206K 0.05% 367

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

Cedar Brook Financial Partners's SPMD Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2024, closing a stake of 4,212 shares — an estimated $225K sold.

Cedar Brook Financial Partners first reported a position in SPMD in Q1 2023 and held it in 4 quarters. The position peaked at $225K in Q1 2024. 590 funds tracked by Wall St. Rank hold SPMD as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 4,212 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2024, an estimated $225K.
  • Cedar Brook Financial Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2023 and held it in 4 quarters.
  • Cedar Brook Financial Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $225K 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 Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.