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

Cornerstone Advisory’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
Q1 		– Sell
-360
Closed -$18K – 696
2021
Q4 		$18K Buy
+360
New +$17.6K ﹤0.01% 545

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cornerstone Advisory's SPMD Position: Q1 2022 in Review

Cornerstone Advisory sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2022, closing a stake of 360 shares — an estimated $18K sold.

Cornerstone Advisory first reported a position in SPMD in Q4 2021 and held it in 1 quarter. The position peaked at $18K in Q4 2021. 394 funds tracked by Wall St. Rank hold SPMD as of Q1 2022.

  • Cornerstone Advisory reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Cornerstone Advisory sold 360 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2022, an estimated $18K.
  • Cornerstone Advisory first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and held it in 1 quarter.
  • Cornerstone Advisory's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $18K in Q4 2021.
  • 394 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.