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

Centennial Wealth Advisory’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
-87,223
Closed -$4.11M – 134
2022
Q1 		$4.11M Buy
87,223
+19,378
+29% +$906K 2.25% 15
2021
Q4 		$3.38M Buy
+67,845
New +$3.31M 1.91% 19

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Centennial Wealth Advisory's SPMD Position: Q2 2022 in Review

Centennial Wealth Advisory sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2022, closing a stake of 87,223 shares — an estimated $4.11M sold.

Centennial Wealth Advisory first reported a position in SPMD in Q4 2021 and held it in 2 quarters. The position peaked at $4.11M in Q1 2022. 375 funds tracked by Wall St. Rank hold SPMD as of Q2 2022.

  • Centennial Wealth Advisory reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Centennial Wealth Advisory sold 87,223 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2022, an estimated $4.11M.
  • Centennial Wealth Advisory first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and held it in 2 quarters.
  • Centennial Wealth Advisory's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $4.11M in Q1 2022.
  • 375 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2022.

Based on Centennial Wealth Advisory's 13F filing for Q2 2022, filed 12 Jul 2022.