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Legacy Capital Group California’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Legacy Capital Group California’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
2024
Q1 		– Sell
-15,895
Closed -$774K – 320
2023
Q4 		$774K Buy
+15,895
New +$708K 0.3% 103

Other funds holding SPMD

Creative Planning
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legacy Capital Group California's SPMD Position: Q1 2024 in Review

Legacy Capital Group California sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2024, closing a stake of 15,895 shares — an estimated $774K sold.

Legacy Capital Group California first reported a position in SPMD in Q4 2023 and held it in 1 quarter. The position peaked at $774K in Q4 2023. 567 funds tracked by Wall St. Rank hold SPMD as of Q1 2024.

  • Legacy Capital Group California reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Legacy Capital Group California sold 15,895 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2024, an estimated $774K.
  • Legacy Capital Group California first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2023 and held it in 1 quarter.
  • Legacy Capital Group California's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $774K in Q4 2023.
  • 567 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2024.

Based on Legacy Capital Group California's 13F filing for Q1 2024, filed 7 May 2024.