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

Imprint Wealth’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 Q1	$1.09M	Buy	+20,477	New	+$1.02M	0.26%	87

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Imprint Wealth's SPMD Position: Q1 2024 in Review

Imprint Wealth opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2024: 20,477 shares worth $1.09M. The stake represents 0.26% of the portfolio and ranks #87 among its holdings.

567 funds tracked by Wall St. Rank hold SPMD as of Q1 2024.

Imprint Wealth held 20,477 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.09M as of Q1 2024.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Imprint Wealth position in Q1 2024.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.26% of Imprint Wealth's portfolio in Q1 2024, its #87 holding.
567 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.