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

Cobblestone 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
2023
Q4 		– Sell
-26,493
Closed -$1.16M – 48
2023
Q3 		$1.16M Buy
+26,493
New +$1.22M 0.95% 20

Other funds holding SPMD

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Cobblestone Asset Management's SPMD Position: Q4 2023 in Review

Cobblestone Asset Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2023, closing a stake of 26,493 shares — an estimated $1.16M sold.

Cobblestone Asset Management first reported a position in SPMD in Q3 2023 and held it in 1 quarter. The position peaked at $1.16M in Q3 2023. 548 funds tracked by Wall St. Rank hold SPMD as of Q4 2023.

  • Cobblestone Asset Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Cobblestone Asset Management sold 26,493 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2023, an estimated $1.16M.
  • Cobblestone Asset Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2023 and held it in 1 quarter.
  • Cobblestone Asset Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.16M in Q3 2023.
  • 548 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2023.

Based on Cobblestone Asset Management's 13F filing for Q4 2023, filed 22 Jan 2024.