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

Cetera Advisors’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	$794K	Sell	14,884 -3,908	-21%	-$194K	0.01%	1281
2023 Q4	$916K	Sell	18,792 -1,143	-6%	-$50.9K	0.01%	815
2023 Q3	$873K	Buy	19,935 +12,069	+153%	+$555K	0.01%	781
2023 Q2	$361K	Buy	+7,866	New	+$344K	0.01%	1208
2022 Q1	–	Sell	-4,448	Closed	-$221K	–	1522
2021 Q4	$221K	Sell	4,448 -537	-11%	-$26.2K	﹤0.01%	1270
2021 Q3	$230K	Buy	+4,985	New	+$235K	﹤0.01%	1244
2019 Q3	–	Sell	-10,073	Closed	-$345K	–	965
2019 Q2	$345K	Buy	10,073 +479	+5%	+$16.1K	0.02%	665
2019 Q1	$317K	Buy	9,594 +1,450	+18%	+$47.4K	0.02%	627
2018 Q4	$240K	Buy	8,144 +283	+4%	+$9.21K	0.01%	700
2018 Q3	$282K	Buy	7,861 +1,289	+20%	+$46.6K	0.01%	747
2018 Q2	$228K	Sell	6,572 -1,111	-14%	-$38.2K	0.01%	770
2018 Q1	$256K	Buy	+7,683	New	+$259K	0.02%	660

Other funds holding SPMD

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Advisors's SPMD Position: Q1 2024 in Review

Cetera Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 21% in Q1 2024, selling an estimated $194K and leaving 14,884 shares worth $794K. The position accounts for 0.01% of the portfolio, ranked #1281.

Cetera Advisors first reported a position in SPMD in Q1 2018 and has held it in 12 quarters since. The position peaked at $916K in Q4 2023. 567 funds tracked by Wall St. Rank hold SPMD as of Q1 2024.

Cetera Advisors held 14,884 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $794K as of Q1 2024.
Cetera Advisors sold 3,908 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2024, an estimated $194K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1281 holding.
Cetera Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2018 and has held it in 12 quarters since.
Cetera Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $916K in Q4 2023.
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 Advisors's 13F filing for Q1 2024, filed 15 May 2024.