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

Kore Private Wealth’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	$469K	Hold	12,158	–	–	0.08%	141
2022 Q2	$483K	Hold	12,158	–	–	0.07%	165
2022 Q1	$573K	Hold	12,158	–	–	0.07%	159
2021 Q4	$605K	Hold	12,158	–	–	0.07%	150
2021 Q3	$561K	Hold	12,158	–	–	0.06%	225
2021 Q2	$574K	Buy	+12,158	New	+$577K	0.06%	206

Other funds holding SPMD

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Kore Private Wealth's SPMD Position: Q3 2022 in Review

Kore Private Wealth held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q3 2022 at 12,158 shares worth $469K. The position accounts for 0.08% of the portfolio, ranked #141.

Kore Private Wealth first reported a position in SPMD in Q2 2021 and has held it in 6 quarters since. The position peaked at $605K in Q4 2021. 381 funds tracked by Wall St. Rank hold SPMD as of Q3 2022.

Kore Private Wealth held 12,158 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $469K as of Q3 2022.
Kore Private Wealth left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q3 2022.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.08% of Kore Private Wealth's portfolio in Q3 2022, its #141 holding.
Kore Private Wealth first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2021 and has held it in 6 quarters since.
Kore Private Wealth's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $605K in Q4 2021.
381 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.