Koshinski Asset Management
SPMD icon

Koshinski Asset Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Koshinski Asset 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
2022
Q2 		– Sell
-2,504
Closed -$118K – 1784
2022
Q1 		$118K Sell
2,504
-321
-11% -$15K 0.01% 769
2021
Q4 		$141K Buy
2,825
+158
+6% +$7.72K 0.01% 735
2021
Q3 		$123K Buy
+2,667
New +$126K 0.01% 766

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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 $85.1B AUM 27.35% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

Koshinski Asset Management's SPMD Position: Q2 2022 in Review

Koshinski Asset Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2022, closing a stake of 2,504 shares — an estimated $118K sold.

Koshinski Asset Management first reported a position in SPMD in Q3 2021 and held it in 3 quarters. The position peaked at $141K in Q4 2021. 374 funds tracked by Wall St. Rank hold SPMD as of Q2 2022.

  • Koshinski Asset Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 2,504 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2022, an estimated $118K.
  • Koshinski Asset Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $141K in Q4 2021.
  • 374 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.