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

FinTrust Capital 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
2024 Q3	$875	Hold	16	–	–	﹤0.01%	1285
2024 Q2	$821	Hold	16	–	–	﹤0.01%	1277
2024 Q1	$854	Hold	16	–	–	﹤0.01%	1184
2023 Q4	$780	Hold	16	–	–	﹤0.01%	1167
2023 Q3	$701	Hold	16	–	–	﹤0.01%	1151
2023 Q2	$680	Hold	16	–	–	﹤0.01%	1134
2023 Q1	$680	Hold	16	–	–	﹤0.01%	1125
2022 Q4	$680	Hold	16	–	–	﹤0.01%	1122
2022 Q3	$1K	Buy	+16	New	+$678	﹤0.01%	1192

Other funds holding SPMD

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

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

FinTrust Capital Advisors's SPMD Position: Q3 2024 in Review

FinTrust Capital Advisors held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q3 2024 at 16 shares worth $875. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

FinTrust Capital Advisors first reported a position in SPMD in Q3 2022 and has held it in 9 quarters since. The position peaked at $1K in Q3 2022. 622 funds tracked by Wall St. Rank hold SPMD as of Q3 2024.

FinTrust Capital Advisors held 16 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $875 as of Q3 2024.
FinTrust Capital Advisors left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q3 2024.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #1285 holding.
FinTrust Capital Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2022 and has held it in 9 quarters since.
FinTrust Capital Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1K in Q3 2022.
622 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.