EDRIA
SPMD icon

Edmonds Duncan Registered Investment Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Edmonds Duncan Registered Investment Advisors’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 		$3.63M Buy
66,300
+4,282
+7% +$226K 0.79% 27
2024
Q2 		$3.18M Buy
62,018
+248
+0.4% +$12.8K 0.78% 26
2024
Q1 		$3.29M Buy
61,770
+983
+2% +$48.9K 0.83% 26
2023
Q4 		$2.96M Buy
60,787
+3,174
+6% +$141K 0.77% 27
2023
Q3 		$2.52M Buy
57,613
+2,767
+5% +$127K 0.71% 27
2023
Q2 		$2.52M Buy
54,846
+2,703
+5% +$118K 0.76% 27
2023
Q1 		$2.29M Buy
52,143
+286
+0.6% +$12.8K 0.71% 31
2022
Q4 		$2.2M Sell
51,857
-295
-0.6% -$12.5K 0.72% 32
2022
Q3 		$2.01M Buy
52,152
+3,101
+6% +$131K 0.71% 35
2022
Q2 		$1.95M Buy
49,051
+557
+1% +$24.2K 0.67% 37
2022
Q1 		$2.29M Buy
48,494
+2,220
+5% +$104K 0.67% 38
2021
Q4 		$2.18M Buy
46,274
+2,050
+5% +$100K 0.57% 38
2021
Q3 		$2.04M Buy
44,224
+1,746
+4% +$82.4K 0.62% 38
2021
Q2 		$2M Buy
42,478
+651
+2% +$30.9K 0.62% 40
2021
Q1 		$1.91M Sell
41,827
-161
-0.4% -$7.07K 0.63% 41
2020
Q4 		$1.84M Sell
41,988
-240,399
-85% -$8.91M 0.61% 41
2020
Q3 		$9.21M Buy
282,387
+29,972
+12% +$985K 3.84% 7
2020
Q2 		$7.89M Buy
252,415
+1,960
+0.8% +$57.3K 3.43% 9
2020
Q1 		$6.34M Buy
250,455
+242,555
+3,070% +$7.93M 3.23% 10
2019
Q4 		$286K Sell
7,900
-363
-4% -$12.7K 0.12% 96
2019
Q3 		$280K Hold
8,263
– – 0.12% 93
2019
Q2 		$282K Hold
8,263
– – 0.12% 94
2019
Q1 		$275K Hold
8,263
– – 0.11% 98
2018
Q4 		$243K Buy
+8,263
New +$269K 0.11% 102

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 $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 $103B AUM 28.65% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's SPMD Position: Q3 2024 in Review

Edmonds Duncan Registered Investment Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 6.9% in Q3 2024, buying an estimated $226K and bringing the position to 66,300 shares worth $3.63M. The position accounts for 0.79% of the portfolio, ranked #27.

Edmonds Duncan Registered Investment Advisors first reported a position in SPMD in Q4 2018 and has held it in 24 quarters since. The position peaked at $9.21M in Q3 2020. 622 funds tracked by Wall St. Rank hold SPMD as of Q3 2024.

  • Edmonds Duncan Registered Investment Advisors held 66,300 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.63M as of Q3 2024.
  • Edmonds Duncan Registered Investment Advisors bought 4,282 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2024, an estimated $226K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.79% of Edmonds Duncan Registered Investment Advisors's portfolio in Q3 2024, its #27 holding.
  • Edmonds Duncan Registered Investment Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2018 and has held it in 24 quarters since.
  • Edmonds Duncan Registered Investment Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $9.21M in Q3 2020.
  • 622 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2024.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.