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 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

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

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

AOI

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

SPWG

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

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

GWP

Gateway Wealth Partners Appleton, Wisconsin $1.67B AUM 21.55% 1-Year Est. Return

Financial Counselors Inc's SPMD Position: Q4 2022 in Review

Financial Counselors Inc sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2022, closing a stake of 24,500 shares — an estimated $945K sold.

Financial Counselors Inc first reported a position in SPMD in Q4 2020 and held it in 8 quarters. The position peaked at $1.63M in Q3 2021. 427 funds tracked by Wall St. Rank hold SPMD as of Q4 2022.

Financial Counselors Inc reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2022 after selling out during the quarter.
Financial Counselors Inc sold 24,500 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2022, an estimated $945K.
Financial Counselors Inc first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2020 and held it in 8 quarters.
Financial Counselors Inc's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.63M in Q3 2021.
427 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2022.

Based on Financial Counselors Inc's 13F filing for Q4 2022, filed 14 Feb 2023.