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

Frontier Wealth 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	$15.2M	Sell	383,937 -314,389	-45%	-$13.6M	1.11%	19
2022 Q1	$31.8M	Buy	698,326 +115,312	+20%	+$5.39M	0.4%	11
2021 Q4	$29M	Buy	583,014 +9,964	+2%	+$487K	1.91%	8
2021 Q3	$26.5M	Buy	573,050 +99,104	+21%	+$4.68M	1.83%	10
2021 Q2	$22.4M	Sell	473,946 -35,801	-7%	-$1.7M	1.57%	12
2021 Q1	$23.3M	Buy	509,747 +4,625	+0.9%	+$203K	1.79%	11
2020 Q4	$20.4M	Sell	505,122 -13,933	-3%	-$517K	1.67%	12
2020 Q3	$16.9M	Sell	519,055 -7,796	-1%	-$256K	1.55%	14
2020 Q2	$16.5M	Buy	526,851 +186,820	+55%	+$5.46M	1.51%	12
2020 Q1	$8.61M	Buy	340,031 +215,813	+174%	+$7.06M	1.41%	11
2019 Q4	$4.5M	Buy	124,218 +41,241	+50%	+$1.44M	0.72%	30
2019 Q3	$2.81M	Buy	82,977 +53,769	+184%	+$1.81M	0.42%	50
2019 Q2	$995K	Buy	29,208 +7,262	+33%	+$245K	0.15%	121
2019 Q1	$731K	Buy	21,946 +6,789	+45%	+$222K	0.1%	177
2018 Q4	$446K	Buy	15,157 +1,238	+9%	+$40.3K	0.07%	219
2018 Q3	$503K	Buy	13,919 +4,009	+40%	+$145K	0.05%	229
2018 Q2	$346K	Buy	+9,910	New	+$341K	0.05%	270

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

Frontier Wealth Management's SPMD Position: Q2 2022 in Review

Frontier Wealth Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 45% in Q2 2022, selling an estimated $13.6M and leaving 383,937 shares worth $15.2M. The position accounts for 1.11% of the portfolio, ranked #19.

Frontier Wealth Management first reported a position in SPMD in Q2 2018 and has held it in 17 quarters since. The position peaked at $31.8M in Q1 2022. 374 funds tracked by Wall St. Rank hold SPMD as of Q2 2022.

Frontier Wealth Management held 383,937 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $15.2M as of Q2 2022.
Frontier Wealth Management sold 314,389 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2022, an estimated $13.6M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.11% of Frontier Wealth Management's portfolio in Q2 2022, its #19 holding.
Frontier Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2018 and has held it in 17 quarters since.
Frontier Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $31.8M in Q1 2022.
374 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.