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Concord Wealth Partners’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Concord Wealth Partners’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
2022
Q3 		– Sell
-219
Closed -$9K – 1002
2022
Q2 		$9K Buy
+219
New +$9.5K ﹤0.01% 709

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VA
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TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Concord Wealth Partners's SPMD Position: Q3 2022 in Review

Concord Wealth Partners sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2022, closing a stake of 219 shares — an estimated $9K sold.

Concord Wealth Partners first reported a position in SPMD in Q2 2022 and held it in 1 quarter. The position peaked at $9K in Q2 2022. 380 funds tracked by Wall St. Rank hold SPMD as of Q3 2022.

  • Concord Wealth Partners reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 219 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2022, an estimated $9K.
  • Concord Wealth Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2022 and held it in 1 quarter.
  • Concord Wealth Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $9K in Q2 2022.
  • 380 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.