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

Idaho Trust Bank’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
-25,531
Closed -$1.36M – 134
2024
Q1 		$1.36M Buy
+25,531
New +$1.27M 1.31% 27

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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

Idaho Trust Bank's SPMD Position: Q2 2024 in Review

Idaho Trust Bank sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2024, closing a stake of 25,531 shares — an estimated $1.36M sold.

Idaho Trust Bank first reported a position in SPMD in Q1 2024 and held it in 1 quarter. The position peaked at $1.36M in Q1 2024. 590 funds tracked by Wall St. Rank hold SPMD as of Q2 2024.

  • Idaho Trust Bank reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Idaho Trust Bank sold 25,531 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2024, an estimated $1.36M.
  • Idaho Trust Bank first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2024 and held it in 1 quarter.
  • Idaho Trust Bank's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.36M 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 Idaho Trust Bank's 13F filing for Q2 2024, filed 8 Aug 2024.