Legacy Financial Group (Iowa)’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Legacy Financial Group (Iowa)’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 Q4	–	Sell	-2,203	Closed	-$96.5K	–	442
2023 Q3	$96.5K	Buy	+2,203	New	+$101K	0.02%	134
2021 Q4	–	Sell	-11,663	Closed	-$538K	–	55
2021 Q3	$538K	Sell	11,663 -1,481	-11%	-$69.9K	0.16%	50
2021 Q2	$621K	Sell	13,144 -15,763	-55%	-$748K	0.19%	49
2021 Q1	$1.32M	Sell	28,907 -27,600	-49%	-$1.21M	0.46%	36
2020 Q4	$2.28M	Buy	+56,507	New	+$2.1M	0.88%	27

Other funds holding SPMD

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

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Legacy Financial Group (Iowa)'s SPMD Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2023, closing a stake of 2,203 shares — an estimated $96.5K sold.

Legacy Financial Group (Iowa) first reported a position in SPMD in Q4 2020 and held it in 5 quarters. The position peaked at $2.28M in Q4 2020. 548 funds tracked by Wall St. Rank hold SPMD as of Q4 2023.

Legacy Financial Group (Iowa) reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2023 after selling out during the quarter.
Legacy Financial Group (Iowa) sold 2,203 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2023, an estimated $96.5K.
Legacy Financial Group (Iowa) first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2020 and held it in 5 quarters.
Legacy Financial Group (Iowa)'s State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.28M in Q4 2020.
548 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.