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Kingsbury Capital Investment Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Kingsbury Capital Investment 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
2022
Q3 		– Sell
-5,899
Closed -$234K – 92
2022
Q2 		$234K Sell
5,899
-1,081
-15% -$46.9K 0.32% 64
2022
Q1 		$329K Buy
+6,980
New +$326K 0.36% 54

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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Kingsbury Capital Investment Advisors's SPMD Position: Q3 2022 in Review

Kingsbury Capital Investment Advisors sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2022, closing a stake of 5,899 shares — an estimated $234K sold.

Kingsbury Capital Investment Advisors first reported a position in SPMD in Q1 2022 and held it in 2 quarters. The position peaked at $329K in Q1 2022. 381 funds tracked by Wall St. Rank hold SPMD as of Q3 2022.

  • Kingsbury Capital Investment Advisors reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Kingsbury Capital Investment Advisors sold 5,899 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2022, an estimated $234K.
  • Kingsbury Capital Investment Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2022 and held it in 2 quarters.
  • Kingsbury Capital Investment Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $329K in Q1 2022.
  • 381 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2022.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.