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

Independent Solutions 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
2023
Q3 		– Sell
-12,180
Closed -$559K – 223
2023
Q2 		$559K Sell
12,180
-75
-0.6% -$3.28K 0.14% 120
2023
Q1 		$538K Sell
12,255
-792
-6% -$35.5K 0.16% 115
2022
Q4 		$554K Sell
13,047
-1,042
-7% -$44.2K 0.17% 117
2022
Q3 		$543K Buy
14,089
+5,237
+59% +$222K 0.18% 107
2022
Q2 		$351K Sell
8,852
-56
-0.6% -$2.43K 0.11% 142
2022
Q1 		$420K Buy
8,908
+39
+0.4% +$1.82K 0.1% 147
2021
Q4 		$441K Sell
8,869
-274
-3% -$13.4K 0.1% 147
2021
Q3 		$422K Sell
9,143
-194
-2% -$9.16K 0.1% 148
2021
Q2 		$441K Buy
9,337
+552
+6% +$26.2K 0.11% 141
2021
Q1 		$402K Sell
8,785
-3,052
-26% -$134K 0.11% 130
2020
Q4 		$478K Sell
11,837
-715
-6% -$26.5K 0.15% 111
2020
Q3 		$410K Sell
12,552
-65
-0.5% -$2.13K 0.16% 106
2020
Q2 		$394K Sell
12,617
-494
-4% -$14.4K 0.17% 105
2020
Q1 		$332K Buy
13,111
+2,112
+19% +$69.1K 0.18% 91
2019
Q4 		$398K Buy
+10,999
New +$383K 0.18% 106

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $104B AUM 28.3% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Independent Solutions Wealth Management's SPMD Position: Q3 2023 in Review

Independent Solutions Wealth Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2023, closing a stake of 12,180 shares — an estimated $559K sold.

Independent Solutions Wealth Management first reported a position in SPMD in Q4 2019 and held it in 15 quarters. The position peaked at $559K in Q2 2023. 483 funds tracked by Wall St. Rank hold SPMD as of Q3 2023.

  • Independent Solutions Wealth Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 12,180 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2023, an estimated $559K.
  • Independent Solutions Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2019 and held it in 15 quarters.
  • Independent Solutions Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $559K in Q2 2023.
  • 483 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q3 2023, filed 19 Dec 2024.