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

Faithward 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
2021 Q4	–	Sell	-709	Closed	-$33K	–	297
2021 Q3	$33K	Buy	709 +3	+0.4%	+$142	0.01%	219
2021 Q2	$33K	Buy	706 +3	+0.4%	+$142	0.01%	214
2021 Q1	$32K	Buy	703 +71	+11%	+$3.12K	0.01%	199
2020 Q4	$26K	Buy	632 +2	+0.3%	+$74	0.01%	95
2020 Q3	$21K	Buy	630 +282	+81%	+$9.26K	0.01%	177
2020 Q2	$11K	Buy	348 +97	+39%	+$2.83K	﹤0.01%	189
2020 Q1	$6K	Sell	251 -680	-73%	-$22.2K	﹤0.01%	224
2019 Q4	$34K	Buy	+931	New	+$32.4K	0.01%	198

Other funds holding SPMD

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Faithward Advisors's SPMD Position: Q4 2021 in Review

Faithward Advisors sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2021, closing a stake of 709 shares — an estimated $33K sold.

Faithward Advisors first reported a position in SPMD in Q4 2019 and held it in 8 quarters. The position peaked at $34K in Q4 2019. 386 funds tracked by Wall St. Rank hold SPMD as of Q4 2021.

Faithward Advisors reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2021 after selling out during the quarter.
Faithward Advisors sold 709 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2021, an estimated $33K.
Faithward Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2019 and held it in 8 quarters.
Faithward Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $34K in Q4 2019.
386 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2021.

Based on Faithward Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.