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

Heartwood Wealth Advisors’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
2023
Q1 		– Sell
-6,071
Closed -$258K – 139
2022
Q4 		$258K Buy
+6,071
New +$258K 0.04% 110

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Heartwood Wealth Advisors's SPMD Position: Q1 2023 in Review

Heartwood Wealth Advisors sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2023, closing a stake of 6,071 shares — an estimated $258K sold.

Heartwood Wealth Advisors first reported a position in SPMD in Q4 2022 and held it in 1 quarter. The position peaked at $258K in Q4 2022. 435 funds tracked by Wall St. Rank hold SPMD as of Q1 2023.

  • Heartwood Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 6,071 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2023, an estimated $258K.
  • Heartwood Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2022 and held it in 1 quarter.
  • Heartwood Wealth Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $258K in Q4 2022.
  • 435 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2023.

Based on Heartwood Wealth Advisors's 13F filing for Q1 2023, filed 14 Apr 2023.