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Focus Partners Advisor Solutions’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Focus Partners Advisor Solutions’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
2023
Q1 		– Sell
-57,626
Closed -$2.45M – 387
2022
Q4 		$2.45M Buy
57,626
+13,545
+31% +$575K 0.19% 69
2022
Q3 		$1.7M Buy
+44,081
New +$1.87M 0.1% 102

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
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Focus Partners Advisor Solutions's SPMD Position: Q1 2023 in Review

Focus Partners Advisor Solutions sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2023, closing a stake of 57,626 shares — an estimated $2.45M sold.

Focus Partners Advisor Solutions first reported a position in SPMD in Q3 2022 and held it in 2 quarters. The position peaked at $2.45M in Q4 2022. 434 funds tracked by Wall St. Rank hold SPMD as of Q1 2023.

  • Focus Partners Advisor Solutions reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 57,626 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2023, an estimated $2.45M.
  • Focus Partners Advisor Solutions first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2022 and held it in 2 quarters.
  • Focus Partners Advisor Solutions's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.45M in Q4 2022.
  • 434 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2023.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2023, filed 15 May 2023.