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

FourThought Financial’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	-1,036	Closed	-$49K	–	1545
2022 Q1	$49K	Sell	1,036 -2,162	-68%	-$101K	0.01%	669
2021 Q4	$159K	Hold	3,198	–	–	0.02%	377
2021 Q3	$147K	Hold	3,198	–	–	0.02%	396
2021 Q2	$150K	Hold	3,198	–	–	0.02%	407
2021 Q1	$146K	Hold	3,198	–	–	0.02%	412
2020 Q4	$129K	Buy	+3,198	New	+$119K	0.02%	426

Other funds holding SPMD

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

FourThought Financial's SPMD Position: Q2 2022 in Review

FourThought Financial sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2022, closing a stake of 1,036 shares — an estimated $49K sold.

FourThought Financial first reported a position in SPMD in Q4 2020 and held it in 6 quarters. The position peaked at $159K in Q4 2021. 375 funds tracked by Wall St. Rank hold SPMD as of Q2 2022.

FourThought Financial reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2022 after selling out during the quarter.
FourThought Financial sold 1,036 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2022, an estimated $49K.
FourThought Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2020 and held it in 6 quarters.
FourThought Financial's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $159K in Q4 2021.
375 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2022.

Based on FourThought Financial's 13F filing for Q2 2022, filed 12 Aug 2022.