Center For Asset Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Center For Asset Management’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	-7,972	Closed	-$376K	–	142
2022 Q1	$376K	Buy	7,972 +147	+2%	+$6.87K	0.29%	69
2021 Q4	$389K	Buy	+7,825	New	+$382K	0.29%	66

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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 $493M AUM 11.61% 1-Year Est. Return

Center For Asset Management's SPMD Position: Q2 2022 in Review

Center For Asset Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2022, closing a stake of 7,972 shares — an estimated $376K sold.

Center For Asset Management first reported a position in SPMD in Q4 2021 and held it in 2 quarters. The position peaked at $389K in Q4 2021. 374 funds tracked by Wall St. Rank hold SPMD as of Q2 2022.

Center For Asset Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2022 after selling out during the quarter.
Center For Asset Management sold 7,972 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2022, an estimated $376K.
Center For Asset Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and held it in 2 quarters.
Center For Asset Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $389K 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 Center For Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.