Dixon Hubard Feinour & Brown’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Dixon Hubard Feinour & Brown’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 Q2	$401K	Sell	10,105 -125	-1%	-$5.42K	0.05%	212
2022 Q1	$482K	Sell	10,230 -94	-0.9%	-$4.4K	0.05%	217
2021 Q4	$514K	Buy	+10,324	New	+$504K	0.05%	209

Other funds holding SPMD

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Dixon Hubard Feinour & Brown's SPMD Position: Q2 2022 in Review

Dixon Hubard Feinour & Brown reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.2% in Q2 2022, selling an estimated $5.42K and leaving 10,105 shares worth $401K. The position accounts for 0.05% of the portfolio, ranked #212.

Dixon Hubard Feinour & Brown first reported a position in SPMD in Q4 2021 and has held it in 3 quarters since. The position peaked at $514K in Q4 2021. 375 funds tracked by Wall St. Rank hold SPMD as of Q2 2022.

Dixon Hubard Feinour & Brown held 10,105 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $401K as of Q2 2022.
Dixon Hubard Feinour & Brown sold 125 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2022, an estimated $5.42K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.05% of Dixon Hubard Feinour & Brown's portfolio in Q2 2022, its #212 holding.
Dixon Hubard Feinour & Brown first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and has held it in 3 quarters since.
Dixon Hubard Feinour & Brown's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $514K in Q4 2021.
375 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2022.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q2 2022, filed 22 Jul 2022.