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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 $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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 $4.84B AUM 25.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $424B AUM 22.96% 1-Year Est. Return

Intrepid Financial Planning Group's SPMD Position: Q3 2024 in Review

Intrepid Financial Planning Group sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2024, closing a stake of 6,106 shares — an estimated $313K sold.

Intrepid Financial Planning Group first reported a position in SPMD in Q2 2022 and held it in 9 quarters. The position peaked at $319K in Q1 2024. 622 funds tracked by Wall St. Rank hold SPMD as of Q3 2024.

  • Intrepid Financial Planning Group reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Intrepid Financial Planning Group sold 6,106 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2024, an estimated $313K.
  • Intrepid Financial Planning Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2022 and held it in 9 quarters.
  • Intrepid Financial Planning Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $319K in Q1 2024.
  • 622 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2024.

Based on Intrepid Financial Planning Group's 13F filing for Q3 2024, filed 4 Nov 2024.