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

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

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return