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

Crew Capital 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
2024
Q1 		– Sell
-4,406
Closed -$215K – 129
2023
Q4 		$215K Sell
4,406
-1,517
-26% -$67.6K 0.22% 81
2023
Q3 		$259K Sell
5,923
-1,538
-21% -$70.7K 0.28% 63
2023
Q2 		$342K Sell
7,461
-801
-10% -$35K 0.39% 58
2023
Q1 		$363K Sell
8,262
-146
-2% -$6.54K 0.52% 48
2022
Q4 		$357K Buy
8,408
+491
+6% +$20.8K 0.51% 49
2022
Q3 		$305K Buy
7,917
+222
+3% +$9.41K 0.42% 65
2022
Q2 		$305K Buy
7,695
+1,220
+19% +$52.9K 0.38% 70
2022
Q1 		$305K Buy
6,475
+152
+2% +$7.11K 0.29% 78
2021
Q4 		$315K Buy
6,323
+861
+16% +$42.1K 0.27% 82
2021
Q3 		$252K Buy
5,462
+335
+7% +$15.8K 0.23% 88
2021
Q2 		$242K Buy
+5,127
New +$243K 0.23% 89

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Crew Capital Management's SPMD Position: Q1 2024 in Review

Crew Capital Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2024, closing a stake of 4,406 shares — an estimated $215K sold.

Crew Capital Management first reported a position in SPMD in Q2 2021 and held it in 11 quarters. The position peaked at $363K in Q1 2023. 567 funds tracked by Wall St. Rank hold SPMD as of Q1 2024.

  • Crew Capital Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Crew Capital Management sold 4,406 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2024, an estimated $215K.
  • Crew Capital Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2021 and held it in 11 quarters.
  • Crew Capital Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $363K in Q1 2023.
  • 567 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2024.

Based on Crew Capital Management's 13F filing for Q1 2024, filed 29 Apr 2024.