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JP Morgan Private Wealth Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

JP Morgan Private Wealth Advisors’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 		$359K Sell
8,195
-248
-3% -$11.4K ﹤0.01% 1388
2023
Q2 		$387K Sell
8,443
-120
-1% -$5.24K ﹤0.01% 1134
2023
Q1 		$376K Sell
8,563
-1,078
-11% -$48.3K ﹤0.01% 1587
2022
Q4 		$410K Sell
9,641
-2,697
-22% -$114K ﹤0.01% 1546
2022
Q3 		$476K Sell
12,338
-130
-1% -$5.51K ﹤0.01% 1478
2022
Q2 		$495K Buy
12,468
+2,304
+23% +$99.9K ﹤0.01% 1459
2022
Q1 		$479K Buy
10,164
+1,520
+18% +$71.1K ﹤0.01% 1557
2021
Q4 		$430K Buy
8,644
+179
+2% +$8.74K ﹤0.01% 1611
2021
Q3 		$391K Hold
8,465
– – ﹤0.01% 1600
2021
Q2 		$400K Buy
8,465
+1,905
+29% +$90.4K ﹤0.01% 1565
2021
Q1 		$300K Sell
6,560
-1,739
-21% -$76.3K ﹤0.01% 1533
2020
Q4 		$335K Buy
8,299
+871
+12% +$32.3K ﹤0.01% 1459
2020
Q3 		$242K Buy
7,428
+978
+15% +$32.1K ﹤0.01% 1449
2020
Q2 		$202K Buy
+6,450
New +$188K ﹤0.01% 1461
2020
Q1 		– Sell
-6,450
Closed -$234K – 1530
2019
Q4 		$234K Hold
6,450
– – ﹤0.01% 1343
2019
Q3 		$219K Sell
6,450
-51
-0.8% -$1.72K ﹤0.01% 1309
2019
Q2 		$221K Buy
+6,501
New +$219K ﹤0.01% 1270
2019
Q1 		– Sell
-7,359
Closed -$217K – 1508
2018
Q4 		$217K Hold
7,359
– – ﹤0.01% 1309
2018
Q3 		$266K Buy
7,359
+909
+14% +$32.9K ﹤0.01% 1361
2018
Q2 		$225K Buy
+6,450
New +$222K ﹤0.01% 1314

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $1.66T 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 $103B AUM 28.65% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
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

JP Morgan Private Wealth Advisors's SPMD Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.9% in Q3 2023, selling an estimated $11.4K and leaving 8,195 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #1388.

JP Morgan Private Wealth Advisors first reported a position in SPMD in Q2 2018 and has held it in 20 quarters since. The position peaked at $495K in Q2 2022. 484 funds tracked by Wall St. Rank hold SPMD as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 8,195 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $359K as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 248 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2023, an estimated $11.4K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1388 holding.
  • JP Morgan Private Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2018 and has held it in 20 quarters since.
  • JP Morgan Private Wealth Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $495K in Q2 2022.
  • 484 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.