ICA Group Wealth Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

ICA Group Wealth Management’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	-4,012	Closed	-$214K	–	1251
2024 Q1	$214K	Buy	4,012 +564	+16%	+$28.1K	0.04%	270
2023 Q4	$168K	Buy	+3,448	New	+$154K	0.04%	283
2023 Q3	–	Sell	-1,023	Closed	-$46.9K	–	1079
2023 Q2	$46.9K	Buy	1,023 +782	+324%	+$34.2K	0.01%	504
2023 Q1	$10.6K	Buy	241 +221	+1,105%	+$9.89K	﹤0.01%	793
2022 Q4	$850	Buy	+20	New	+$849	﹤0.01%	1190

Other funds holding SPMD

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

ICA Group Wealth Management's SPMD Position: Q2 2024 in Review

ICA Group Wealth Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2024, closing a stake of 4,012 shares — an estimated $214K sold.

ICA Group Wealth Management first reported a position in SPMD in Q4 2022 and held it in 5 quarters. The position peaked at $214K in Q1 2024. 590 funds tracked by Wall St. Rank hold SPMD as of Q2 2024.

ICA Group Wealth Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 4,012 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2024, an estimated $214K.
ICA Group Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2022 and held it in 5 quarters.
ICA Group Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $214K 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 ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.