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

Firestone Capital 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
2021 Q4	–	Sell	-430	Closed	-$20K	–	398
2021 Q3	$20K	Hold	430	–	–	0.01%	311
2021 Q2	$20K	Hold	430	–	–	0.01%	303
2021 Q1	$20K	Hold	430	–	–	0.01%	308
2020 Q4	$17K	Hold	430	–	–	0.01%	318
2020 Q3	$14K	Hold	430	–	–	0.01%	293
2020 Q2	$13K	Hold	430	–	–	0.01%	305
2020 Q1	$11K	Buy	+430	New	+$14.1K	0.01%	305

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

Firestone Capital Management's SPMD Position: Q4 2021 in Review

Firestone Capital Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2021, closing a stake of 430 shares — an estimated $20K sold.

Firestone Capital Management first reported a position in SPMD in Q1 2020 and held it in 7 quarters. The position peaked at $20K in Q3 2021. 386 funds tracked by Wall St. Rank hold SPMD as of Q4 2021.

Firestone Capital Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2021 after selling out during the quarter.
Firestone Capital Management sold 430 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2021, an estimated $20K.
Firestone Capital Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2020 and held it in 7 quarters.
Firestone Capital Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $20K in Q3 2021.
386 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2021.

Based on Firestone Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.