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 $147B AUM 18.73% 1-Year Est. Return

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

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return