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

HoyleCohen’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
-3,817
Closed -$204K – 298
2024
Q1 		$204K Buy
+3,817
New +$190K 0.02% 271

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

HoyleCohen's SPMD Position: Q2 2024 in Review

HoyleCohen sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2024, closing a stake of 3,817 shares — an estimated $204K sold.

HoyleCohen first reported a position in SPMD in Q1 2024 and held it in 1 quarter. The position peaked at $204K in Q1 2024. 590 funds tracked by Wall St. Rank hold SPMD as of Q2 2024.

  • HoyleCohen reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2024 after selling out during the quarter.
  • HoyleCohen sold 3,817 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2024, an estimated $204K.
  • HoyleCohen first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2024 and held it in 1 quarter.
  • HoyleCohen's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $204K 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 HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.