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

Column Capital 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
2023
Q3 		$97.5K Hold
2,226
– – 0.01% 222
2023
Q2 		$102K Hold
2,226
– – 0.01% 218
2023
Q1 		$97.8K Hold
2,226
– – 0.01% 229
2022
Q4 		$94.6K Hold
2,226
– – 0.02% 215
2022
Q3 		$86K Hold
2,226
– – 0.02% 207
2022
Q2 		$88K Sell
2,226
-276
-11% -$12K 0.02% 210
2022
Q1 		$118K Buy
+2,502
New +$117K 0.02% 176

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $104B AUM 28.3% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Column Capital Advisors's SPMD Position: Q3 2023 in Review

Column Capital Advisors held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q3 2023 at 2,226 shares worth $97.5K. The position accounts for 0.01% of the portfolio, ranked #222.

Column Capital Advisors first reported a position in SPMD in Q1 2022 and has held it in 7 quarters since. The position peaked at $118K in Q1 2022. 483 funds tracked by Wall St. Rank hold SPMD as of Q3 2023.

  • Column Capital Advisors held 2,226 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $97.5K as of Q3 2023.
  • Column Capital Advisors left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q3 2023.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Column Capital Advisors's portfolio in Q3 2023, its #222 holding.
  • Column Capital Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2022 and has held it in 7 quarters since.
  • Column Capital Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $118K in Q1 2022.
  • 483 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.