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Fairfield, Bush & Co’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Fairfield, Bush & Co’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
Q1 		– Sell
-475
Closed -$23.1K – 422
2023
Q4 		$23.1K Buy
+475
New +$21.2K 0.01% 241

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 $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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fairfield, Bush & Co's SPMD Position: Q1 2024 in Review

Fairfield, Bush & Co sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2024, closing a stake of 475 shares — an estimated $23.1K sold.

Fairfield, Bush & Co first reported a position in SPMD in Q4 2023 and held it in 1 quarter. The position peaked at $23.1K in Q4 2023. 567 funds tracked by Wall St. Rank hold SPMD as of Q1 2024.

  • Fairfield, Bush & Co reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Fairfield, Bush & Co sold 475 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2024, an estimated $23.1K.
  • Fairfield, Bush & Co first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and held it in 1 quarter.
  • Fairfield, Bush & Co's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $23.1K in Q4 2023.
  • 567 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2024.

Based on Fairfield, Bush & Co's 13F filing for Q1 2024, filed 15 May 2024.