LF
SPMD icon

Lee Financial’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Lee Financial’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 		– Sell
-193
Closed -$8.85K – 854
2023
Q2 		$8.85K Buy
193
+1
+0.5% +$44 ﹤0.01% 426
2023
Q1 		$8.43K Sell
192
-43
-18% -$1.93K ﹤0.01% 450
2022
Q4 		$9.98K Buy
235
+1
+0.4% +$42 ﹤0.01% 464
2022
Q3 		$9K Buy
234
+1
+0.4% +$42 ﹤0.01% 463
2022
Q2 		$9K Buy
233
+1
+0.4% +$43 ﹤0.01% 472
2022
Q1 		$11K Buy
232
+1
+0.4% +$47 ﹤0.01% 424
2021
Q4 		$12K Hold
231
– – ﹤0.01% 469
2021
Q3 		$11K Hold
231
– – ﹤0.01% 415
2021
Q2 		$11K Buy
231
+180
+353% +$8.54K ﹤0.01% 397
2021
Q1 		$2K Hold
51
– – ﹤0.01% 460
2020
Q4 		$2K Buy
+51
New +$1.89K ﹤0.01% 449

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 $377B AUM 19.32% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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 $94.2B AUM 21.24% 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