DB Wealth Management Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

DB Wealth Management Group’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	$102K	Buy	2,085 +42	+2%	+$1.87K	0.06%	115
2023 Q3	$89.5K	Buy	2,043 +34	+2%	+$1.56K	0.06%	118
2023 Q2	$92.2K	Hold	2,009	–	–	0.06%	113
2023 Q1	$88.3K	Sell	2,009 -2	-0.1%	-$90	0.06%	114
2022 Q4	$85.5K	Hold	2,011	–	–	0.06%	114
2022 Q3	$78K	Hold	2,011	–	–	0.06%	119
2022 Q2	$80K	Buy	2,011 +17	+0.9%	+$737	0.05%	118
2022 Q1	$94K	Buy	1,994 +59	+3%	+$2.76K	0.06%	121
2021 Q4	$96K	Sell	1,935 -23	-1%	-$1.12K	0.06%	117
2021 Q3	$90K	Buy	1,958 +32	+2%	+$1.51K	0.06%	121
2021 Q2	$91K	Buy	1,926 +3	+0.2%	+$142	0.06%	121
2021 Q1	$88K	Hold	1,923	–	–	0.06%	122
2020 Q4	$78K	Buy	+1,923	New	+$71.3K	0.06%	126

Other funds holding SPMD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return

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

DB Wealth Management Group's SPMD Position: Q4 2023 in Review

DB Wealth Management Group increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.1% in Q4 2023, buying an estimated $1.87K and bringing the position to 2,085 shares worth $102K. The position accounts for 0.06% of the portfolio, ranked #115.

DB Wealth Management Group first reported a position in SPMD in Q4 2020 and has held it in 13 quarters since. 548 funds tracked by Wall St. Rank hold SPMD as of Q4 2023.

DB Wealth Management Group held 2,085 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $102K as of Q4 2023.
DB Wealth Management Group bought 42 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2023, an estimated $1.87K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.06% of DB Wealth Management Group's portfolio in Q4 2023, its #115 holding.
DB Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2020 and has held it in 13 quarters since.
548 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.