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

GoalVest Advisory’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
Q1 		– Sell
-178
Closed -$8.67K – 468
2023
Q4 		$8.67K Hold
178
– – ﹤0.01% 263
2023
Q3 		$7.79K Buy
+178
New +$8.18K ﹤0.01% 312

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GoalVest Advisory's SPMD Position: Q1 2024 in Review

GoalVest Advisory sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2024, closing a stake of 178 shares — an estimated $8.67K sold.

GoalVest Advisory first reported a position in SPMD in Q3 2023 and held it in 2 quarters. The position peaked at $8.67K in Q4 2023. 567 funds tracked by Wall St. Rank hold SPMD as of Q1 2024.

  • GoalVest Advisory reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2024 after selling out during the quarter.
  • GoalVest Advisory sold 178 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2024, an estimated $8.67K.
  • GoalVest Advisory first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2023 and held it in 2 quarters.
  • GoalVest Advisory's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $8.67K in Q4 2023.
  • 567 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2024.

Based on GoalVest Advisory's 13F filing for Q1 2024, filed 15 Apr 2024.