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

Dogwood Wealth 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
Q2 		– Sell
-694
Closed -$37K – 651
2024
Q1 		$37K Hold
694
– – 0.03% 132
2023
Q4 		$33.8K Buy
+694
New +$30.9K 0.03% 132

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Creative Planning
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Betterment LLC
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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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Dogwood Wealth Management's SPMD Position: Q2 2024 in Review

Dogwood Wealth Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2024, closing a stake of 694 shares — an estimated $37K sold.

Dogwood Wealth Management first reported a position in SPMD in Q4 2023 and held it in 2 quarters. The position peaked at $37K in Q1 2024. 590 funds tracked by Wall St. Rank hold SPMD as of Q2 2024.

  • Dogwood Wealth Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Dogwood Wealth Management sold 694 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2024, an estimated $37K.
  • Dogwood Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and held it in 2 quarters.
  • Dogwood Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $37K in Q1 2024.
  • 590 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2024.

Based on Dogwood Wealth Management's 13F filing for Q2 2024, filed 4 Mar 2025.