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

Janiczek 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
2024
Q2 		$3.06K Buy
60
+1
+2% +$52 ﹤0.01% 800
2024
Q1 		$3.17K Hold
59
– – ﹤0.01% 816
2023
Q4 		$2.89K Buy
+59
New +$2.63K ﹤0.01% 818

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
AG
AlTi Global New York $4.6B AUM 22.54% 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
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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Janiczek Wealth Management's SPMD Position: Q2 2024 in Review

Janiczek Wealth Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.7% in Q2 2024, buying an estimated $52 and bringing the position to 60 shares worth $3.06K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Janiczek Wealth Management first reported a position in SPMD in Q4 2023 and has held it in 3 quarters since. The position peaked at $3.17K in Q1 2024. 590 funds tracked by Wall St. Rank hold SPMD as of Q2 2024.

  • Janiczek Wealth Management held 60 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $3.06K as of Q2 2024.
  • Janiczek Wealth Management bought 1 State Street SPDR Portfolio S&P 400 Mid Cap ETF share in Q2 2024, an estimated $52.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #800 holding.
  • Janiczek Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and has held it in 3 quarters since.
  • Janiczek Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $3.17K in Q1 2024.
  • 590 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.