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

Horizon Financial 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
Q3 		– Sell
-66
Closed -$3.39K – 277
2024
Q2 		$3.39K Hold
66
– – ﹤0.01% 150
2024
Q1 		$3.52K Sell
66
-4,736
-99% -$236K ﹤0.01% 158
2023
Q4 		$234K Buy
4,802
+64
+1% +$2.85K 0.17% 50
2023
Q3 		$207K Sell
4,738
-244
-5% -$11.2K 0.17% 49
2023
Q2 		$229K Sell
4,982
-62
-1% -$2.71K 0.19% 49
2023
Q1 		$222K Sell
5,044
-1,844
-27% -$82.5K 0.19% 49
2022
Q4 		$293K Buy
6,888
+460
+7% +$19.5K 0.25% 46
2022
Q3 		$248K Buy
6,428
+170
+3% +$7.21K 0.22% 52
2022
Q2 		$248K Buy
+6,258
New +$271K 0.19% 48
2022
Q1 		– Sell
-3,101
Closed -$154K – 105
2021
Q4 		$154K Buy
3,101
+666
+27% +$32.5K 0.09% 56
2021
Q3 		$112K Buy
2,435
+1,020
+72% +$48.2K 0.07% 72
2021
Q2 		$67K Buy
+1,415
New +$67.2K 0.05% 75

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
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
AG
AlTi Global New York $4.84B AUM 25.68% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Financial Services's SPMD Position: Q3 2024 in Review

Horizon Financial Services sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2024, closing a stake of 66 shares — an estimated $3.39K sold.

Horizon Financial Services first reported a position in SPMD in Q2 2021 and held it in 12 quarters. The position peaked at $293K in Q4 2022. 622 funds tracked by Wall St. Rank hold SPMD as of Q3 2024.

  • Horizon Financial Services reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Horizon Financial Services sold 66 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2024, an estimated $3.39K.
  • Horizon Financial Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2021 and held it in 12 quarters.
  • Horizon Financial Services's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $293K in Q4 2022.
  • 622 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2024.

Based on Horizon Financial Services's 13F filing for Q3 2024, filed 13 Nov 2024.