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Ford Financial Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Ford Financial Group’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
-19,571
Closed -$832K – 97
2022
Q4 		$832K Buy
19,571
+1,940
+11% +$82.4K 0.33% 58
2022
Q3 		$679K Buy
+17,631
New +$748K 0.28% 62

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

Ford Financial Group's SPMD Position: Q1 2023 in Review

Ford Financial Group sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2023, closing a stake of 19,571 shares — an estimated $832K sold.

Ford Financial Group first reported a position in SPMD in Q3 2022 and held it in 2 quarters. The position peaked at $832K in Q4 2022. 434 funds tracked by Wall St. Rank hold SPMD as of Q1 2023.

  • Ford Financial Group reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Ford Financial Group sold 19,571 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2023, an estimated $832K.
  • Ford Financial Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2022 and held it in 2 quarters.
  • Ford Financial Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $832K 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 Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.