LWMG
SPMD icon

Levy Wealth Management Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Levy Wealth Management Group’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
Q2 		$4.9M Sell
95,428
-253
-0.3% -$13.1K 1.25% 15
2024
Q1 		$4.66M Hold
95,681
– – 1.31% 13
2023
Q4 		$4.66M Buy
95,681
+2,101
+2% +$93.6K 1.31% 13
2023
Q3 		$4.1M Sell
93,580
-515
-0.5% -$23.7K 1.27% 12
2023
Q2 		$4.32M Sell
94,095
-3,634
-4% -$159K 1.28% 12
2023
Q1 		$4.29M Buy
97,729
+208
+0.2% +$9.31K 1.32% 12
2022
Q4 		$4.14M Buy
97,521
+11,406
+13% +$484K 1.39% 13
2022
Q3 		$3.32M Buy
86,115
+65,998
+328% +$2.8M 1.43% 13
2022
Q2 		$798K Buy
+20,117
New +$873K 0.37% 31

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $38B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return