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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Levy Wealth Management Group's SPMD Position: Q2 2024 in Review

Levy Wealth Management Group reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.26% in Q2 2024, selling an estimated $13.1K and leaving 95,428 shares worth $4.9M. The position accounts for 1.25% of the portfolio, ranked #15.

Levy Wealth Management Group first reported a position in SPMD in Q2 2022 and has held it in 9 quarters since. 590 funds tracked by Wall St. Rank hold SPMD as of Q2 2024.

Levy Wealth Management Group held 95,428 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $4.9M as of Q2 2024.
Levy Wealth Management Group sold 253 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2024, an estimated $13.1K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.25% of Levy Wealth Management Group's portfolio in Q2 2024, its #15 holding.
Levy Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2022 and has held it in 9 quarters since.
590 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.