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

Endurance 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
2023 Q2	$1K	Hold	13	–	–	﹤0.01%	629
2023 Q1	$1K	Hold	13	–	–	﹤0.01%	633
2022 Q4	$1K	Hold	13	–	–	﹤0.01%	622
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	602
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	614
2022 Q1	$1K	Hold	13	–	–	﹤0.01%	631
2021 Q4	$1K	Hold	13	–	–	﹤0.01%	617
2021 Q3	$1K	Hold	13	–	–	﹤0.01%	622
2021 Q2	$0	Hold	13	–	–	﹤0.01%	645
2021 Q1	$1K	Hold	13	–	–	﹤0.01%	632
2020 Q4	$1K	Hold	13	–	–	﹤0.01%	606
2020 Q3	$0	Hold	13	–	–	﹤0.01%	644
2020 Q2	$0	Buy	+13	New	+$380	﹤0.01%	622

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

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

Endurance Wealth Management's SPMD Position: Q2 2023 in Review

Endurance Wealth Management held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q2 2023 at 13 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Endurance Wealth Management first reported a position in SPMD in Q2 2020 and has held it in 13 quarters since. 461 funds tracked by Wall St. Rank hold SPMD as of Q2 2023.

Endurance Wealth Management held 13 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1K as of Q2 2023.
Endurance Wealth Management left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q2 2023.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #629 holding.
Endurance Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2020 and has held it in 13 quarters since.
461 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.