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

HBW Advisory Services’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 		– Sell
-18,854
Closed -$919K – 362
2024
Q1 		$919K Hold
18,854
– – 0.17% 134
2023
Q4 		$919K Buy
18,854
+2,120
+13% +$94.4K 0.17% 134
2023
Q3 		$733K Buy
16,734
+6,357
+61% +$292K 0.15% 141
2023
Q2 		$476K Buy
+10,377
New +$453K 0.1% 184

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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 $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

HBW Advisory Services's SPMD Position: Q2 2024 in Review

HBW Advisory Services sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2024, closing a stake of 18,854 shares — an estimated $919K sold.

HBW Advisory Services first reported a position in SPMD in Q2 2023 and held it in 4 quarters. The position peaked at $919K in Q1 2024. 590 funds tracked by Wall St. Rank hold SPMD as of Q2 2024.

  • HBW Advisory Services reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2024 after selling out during the quarter.
  • HBW Advisory Services sold 18,854 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2024, an estimated $919K.
  • HBW Advisory Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2023 and held it in 4 quarters.
  • HBW Advisory Services's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $919K in Q1 2024.
  • 590 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2024.

Based on HBW Advisory Services's 13F filing for Q2 2024, filed 5 Jul 2024.