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Ellis Investment Partners’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Ellis Investment Partners’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
Q4 		– Sell
-58
Closed -$2K – 660
2022
Q3 		$2K Buy
+58
New +$2.46K ﹤0.01% 729

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TA
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VA
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B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $1.67B AUM 21.55% 1-Year Est. Return

Ellis Investment Partners's SPMD Position: Q4 2022 in Review

Ellis Investment Partners sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2022, closing a stake of 58 shares — an estimated $2K sold.

Ellis Investment Partners first reported a position in SPMD in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 427 funds tracked by Wall St. Rank hold SPMD as of Q4 2022.

  • Ellis Investment Partners reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Ellis Investment Partners sold 58 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2022, an estimated $2K.
  • Ellis Investment Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2022 and held it in 1 quarter.
  • Ellis Investment Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2K in Q3 2022.
  • 427 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2022.

Based on Ellis Investment Partners's 13F filing for Q4 2022, filed 31 Jan 2023.