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

Flower City Capital’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
Q3 		– Sell
-5,265
Closed -$209K – 31
2022
Q2 		$209K Buy
5,265
+231
+5% +$10K 0.2% 27
2022
Q1 		$237K Sell
5,034
-166
-3% -$7.76K 0.2% 28
2021
Q4 		$259K Buy
+5,200
New +$254K 0.25% 44

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Flower City Capital's SPMD Position: Q3 2022 in Review

Flower City Capital sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2022, closing a stake of 5,265 shares — an estimated $209K sold.

Flower City Capital first reported a position in SPMD in Q4 2021 and held it in 3 quarters. The position peaked at $259K in Q4 2021. 380 funds tracked by Wall St. Rank hold SPMD as of Q3 2022.

  • Flower City Capital reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Flower City Capital sold 5,265 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2022, an estimated $209K.
  • Flower City Capital first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and held it in 3 quarters.
  • Flower City Capital's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $259K in Q4 2021.
  • 380 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2022.

Based on Flower City Capital's 13F filing for Q3 2022, filed 7 Oct 2022.