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Heritage Wealth Management (Arizona)’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$19.4K Buy
456
+228
+100% +$9.68K ﹤0.01% 668
2022
Q3 		$9K Hold
228
– – ﹤0.01% 676
2022
Q2 		$9.05K Sell
228
-237
-51% -$10.3K ﹤0.01% 677
2022
Q1 		$22K Buy
+465
New +$21.7K 0.01% 581
2021
Q3 		$28K Sell
607
-968
-61% -$45.7K 0.01% 516
2021
Q2 		$74K Buy
+1,575
New +$74.7K 0.03% 396

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $1.67B AUM 21.55% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SPMD Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 100% in Q4 2022, buying an estimated $9.68K and bringing the position to 456 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #668.

Heritage Wealth Management (Arizona) first reported a position in SPMD in Q2 2021 and has held it in 6 quarters since. The position peaked at $74K in Q2 2021. 427 funds tracked by Wall St. Rank hold SPMD as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 456 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $19.4K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 228 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2022, an estimated $9.68K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #668 holding.
  • Heritage Wealth Management (Arizona) first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2021 and has held it in 6 quarters since.
  • Heritage Wealth Management (Arizona)'s State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $74K in Q2 2021.
  • 427 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.