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Intrepid Financial Planning Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Intrepid Financial Planning Group’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
Q3 		– Sell
-6,106
Closed -$313K – 134
2024
Q2 		$313K Buy
6,106
+125
+2% +$6.45K 0.13% 96
2024
Q1 		$319K Buy
5,981
+33
+0.6% +$1.64K 0.14% 95
2023
Q4 		$290K Sell
5,948
-329
-5% -$14.7K 0.14% 93
2023
Q3 		$275K Sell
6,277
-188
-3% -$8.64K 0.14% 89
2023
Q2 		$297K Sell
6,465
-197
-3% -$8.61K 0.14% 89
2023
Q1 		$293K Buy
6,662
+1
+0% +$45 0.15% 85
2022
Q4 		$283K Sell
6,661
-67
-1% -$2.84K 0.15% 84
2022
Q3 		$259K Sell
6,728
-101
-1% -$4.28K 0.15% 77
2022
Q2 		$271K Buy
+6,829
New +$296K 0.15% 75

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
AG
AlTi Global New York $4.6B AUM 22.54% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return