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Commonwealth Financial Services’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Commonwealth Financial Services’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
-10,219
Closed -$447K – 205
2023
Q3 		$447K Buy
+10,219
New +$470K 0.13% 103

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

Commonwealth Financial Services's SPMD Position: Q4 2023 in Review

Commonwealth Financial Services sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2023, closing a stake of 10,219 shares — an estimated $447K sold.

Commonwealth Financial Services first reported a position in SPMD in Q3 2023 and held it in 1 quarter. The position peaked at $447K in Q3 2023. 548 funds tracked by Wall St. Rank hold SPMD as of Q4 2023.

  • Commonwealth Financial Services reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Commonwealth Financial Services sold 10,219 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2023, an estimated $447K.
  • Commonwealth Financial Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2023 and held it in 1 quarter.
  • Commonwealth Financial Services's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $447K 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 Commonwealth Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.