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

Girard Partners’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
2024
Q2 		$795K Buy
15,506
+1,064
+7% +$54.9K 0.08% 155
2024
Q1 		$770K Buy
+14,442
New +$718K 0.07% 158

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Girard Partners's SPMD Position: Q2 2024 in Review

Girard Partners increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 7.4% in Q2 2024, buying an estimated $54.9K and bringing the position to 15,506 shares worth $795K. The position accounts for 0.08% of the portfolio, ranked #155.

Girard Partners first reported a position in SPMD in Q1 2024 and has held it in 2 quarters since. 590 funds tracked by Wall St. Rank hold SPMD as of Q2 2024.

  • Girard Partners held 15,506 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $795K as of Q2 2024.
  • Girard Partners bought 1,064 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2024, an estimated $54.9K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.08% of Girard Partners's portfolio in Q2 2024, its #155 holding.
  • Girard Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2024 and has held it in 2 quarters since.
  • 590 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2024.

Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.