Financial Counselors Inc’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Financial Counselors Inc’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	-24,500	Closed	-$945K	–	512
2022 Q3	$945K	Sell	24,500 -1,757	-7%	-$74.5K	0.02%	295
2022 Q2	$1.04M	Sell	26,257 -5,982	-19%	-$259K	0.02%	298
2022 Q1	$1.52M	Hold	32,239	–	–	0.03%	273
2021 Q4	$1.6M	Sell	32,239 -3,064	-9%	-$150K	0.03%	270
2021 Q3	$1.63M	Buy	35,303 +5,982	+20%	+$282K	0.03%	280
2021 Q2	$1.38M	Hold	29,321	–	–	0.03%	287
2021 Q1	$1.34M	Buy	29,321 +1,757	+6%	+$77.1K	0.03%	285
2020 Q4	$1.11M	Buy	+27,564	New	+$1.02M	0.03%	292

Other funds holding SPMD

Creative Planning

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

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

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

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return