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

Fourpath 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
2022
Q2 		– Sell
-12,471
Closed -$588K – 159
2022
Q1 		$588K Sell
12,471
-1,037
-8% -$48.5K 0.23% 78
2021
Q4 		$672K Buy
+13,508
New +$660K 0.26% 70

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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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 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
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Fourpath Capital Management's SPMD Position: Q2 2022 in Review

Fourpath Capital Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2022, closing a stake of 12,471 shares — an estimated $588K sold.

Fourpath Capital Management first reported a position in SPMD in Q4 2021 and held it in 2 quarters. The position peaked at $672K in Q4 2021. 374 funds tracked by Wall St. Rank hold SPMD as of Q2 2022.

  • Fourpath Capital Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Fourpath Capital Management sold 12,471 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2022, an estimated $588K.
  • Fourpath Capital Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and held it in 2 quarters.
  • Fourpath Capital Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $672K in Q4 2021.
  • 374 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2022.

Based on Fourpath Capital Management's 13F filing for Q2 2022, filed 9 Aug 2022.