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Cetera Advisor Networks’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Cetera Advisor Networks’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
Q1 		$8.41M Buy
157,576
+12,278
+8% +$611K 0.04% 422
2023
Q4 		$7.08M Buy
145,298
+16,997
+13% +$757K 0.04% 438
2023
Q3 		$5.62M Buy
128,301
+17,955
+16% +$825K 0.04% 468
2023
Q2 		$5.06M Sell
110,346
-2,295
-2% -$100K 0.04% 479
2023
Q1 		$4.95M Buy
112,641
+3,435
+3% +$154K 0.04% 478
2022
Q4 		$4.64M Sell
109,206
-92,875
-46% -$3.94M 0.04% 477
2022
Q3 		$7.79M Sell
202,081
-10,890
-5% -$462K 0.1% 235
2022
Q2 		$8.45M Buy
212,971
+30,861
+17% +$1.34M 0.11% 215
2022
Q1 		$8.59M Buy
182,110
+37,681
+26% +$1.76M 0.1% 209
2021
Q4 		$7.18M Buy
144,429
+19,154
+15% +$936K 0.09% 247
2021
Q3 		$5.78M Buy
125,275
+21,539
+21% +$1.02M 0.08% 264
2021
Q2 		$4.9M Buy
+103,736
New +$4.92M 0.07% 282
2020
Q3 		– Sell
-1,500
Closed -$47K – 2775
2020
Q2 		$47K Buy
+1,500
New +$43.8K ﹤0.01% 1934

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Advisor Networks's SPMD Position: Q1 2024 in Review

Cetera Advisor Networks increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 8.5% in Q1 2024, buying an estimated $611K and bringing the position to 157,576 shares worth $8.41M. The position accounts for 0.04% of the portfolio, ranked #422.

Cetera Advisor Networks first reported a position in SPMD in Q2 2020 and has held it in 13 quarters since. The position peaked at $8.59M in Q1 2022. 567 funds tracked by Wall St. Rank hold SPMD as of Q1 2024.

  • Cetera Advisor Networks held 157,576 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $8.41M as of Q1 2024.
  • Cetera Advisor Networks bought 12,278 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2024, an estimated $611K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.04% of Cetera Advisor Networks's portfolio in Q1 2024, its #422 holding.
  • Cetera Advisor Networks first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2020 and has held it in 13 quarters since.
  • Cetera Advisor Networks's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $8.59M in Q1 2022.
  • 567 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.