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

EdgeRock Capital’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
Q3 		– Sell
-273
Closed -$14K – 258
2024
Q2 		$14K Buy
+273
New +$14.1K 0.01% 192
2022
Q4 		– Sell
-275
Closed -$11K – 345
2022
Q3 		$11K Buy
+275
New +$11.7K 0.01% 204

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EdgeRock Capital's SPMD Position: Q3 2024 in Review

EdgeRock Capital sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2024, closing a stake of 273 shares — an estimated $14K sold.

EdgeRock Capital first reported a position in SPMD in Q3 2022 and held it in 2 quarters. The position peaked at $14K in Q2 2024. 622 funds tracked by Wall St. Rank hold SPMD as of Q3 2024.

  • EdgeRock Capital reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2024 after selling out during the quarter.
  • EdgeRock Capital sold 273 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2024, an estimated $14K.
  • EdgeRock Capital first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2022 and held it in 2 quarters.
  • EdgeRock Capital's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $14K in Q2 2024.
  • 622 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2024.

Based on EdgeRock Capital's 13F filing for Q3 2024, filed 15 Oct 2024.