LMKC
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L.M. Kohn & Company’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

L.M. Kohn & Company’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
-5,595
Closed -$264K – 251
2022
Q1 		$264K Buy
+5,595
New +$262K 0.1% 204

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $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

L.M. Kohn & Company's SPMD Position: Q2 2022 in Review

L.M. Kohn & Company sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2022, closing a stake of 5,595 shares — an estimated $264K sold.

L.M. Kohn & Company first reported a position in SPMD in Q1 2022 and held it in 1 quarter. The position peaked at $264K in Q1 2022. 374 funds tracked by Wall St. Rank hold SPMD as of Q2 2022.

  • L.M. Kohn & Company reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2022 after selling out during the quarter.
  • L.M. Kohn & Company sold 5,595 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2022, an estimated $264K.
  • L.M. Kohn & Company first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2022 and held it in 1 quarter.
  • L.M. Kohn & Company's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $264K in Q1 2022.
  • 374 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2022.

Based on L.M. Kohn & Company's 13F filing for Q2 2022, filed 5 Aug 2022.