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

Family Asset 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
2024
Q3 		$46.9K Sell
858
-68
-7% -$3.6K 0.03% 142
2024
Q2 		$47.5K Buy
+926
New +$47.8K 0.03% 142

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
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
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $374B AUM 17.66% 1-Year Est. Return

Family Asset Management's SPMD Position: Q3 2024 in Review

Family Asset Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 7.3% in Q3 2024, selling an estimated $3.6K and leaving 858 shares worth $46.9K. The position accounts for 0.03% of the portfolio, ranked #142.

Family Asset Management first reported a position in SPMD in Q2 2024 and has held it in 2 quarters since. The position peaked at $47.5K in Q2 2024. 622 funds tracked by Wall St. Rank hold SPMD as of Q3 2024.

  • Family Asset Management held 858 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $46.9K as of Q3 2024.
  • Family Asset Management sold 68 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2024, an estimated $3.6K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.03% of Family Asset Management's portfolio in Q3 2024, its #142 holding.
  • Family Asset Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2024 and has held it in 2 quarters since.
  • Family Asset Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $47.5K in Q2 2024.
  • 622 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.