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

Formidable Asset 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
2023 Q2	–	Sell	-4,638	Closed	-$204K	–	320
2023 Q1	$204K	Buy	+4,638	New	+$208K	0.04%	275
2022 Q2	–	Sell	-4,638	Closed	-$219K	–	350
2022 Q1	$219K	Buy	4,638 +300	+7%	+$14K	0.04%	292
2021 Q4	$216K	Buy	+4,338	New	+$212K	0.04%	283

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

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

Formidable Asset Management's SPMD Position: Q2 2023 in Review

Formidable Asset Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2023, closing a stake of 4,638 shares — an estimated $204K sold.

Formidable Asset Management first reported a position in SPMD in Q4 2021 and held it in 3 quarters. The position peaked at $219K in Q1 2022. 461 funds tracked by Wall St. Rank hold SPMD as of Q2 2023.

Formidable Asset Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2023 after selling out during the quarter.
Formidable Asset Management sold 4,638 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2023, an estimated $204K.
Formidable Asset Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and held it in 3 quarters.
Formidable Asset Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $219K in Q1 2022.
461 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2023.

Based on Formidable Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.