MRCM
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M&R Capital Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

M&R Capital Management’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
Q3 		$115K Buy
2,096
+866
+70% +$45.8K 0.03% 175
2024
Q2 		$63.1K Buy
1,230
+152
+14% +$7.84K 0.02% 211
2024
Q1 		$57.5K Buy
1,078
+287
+36% +$14.3K 0.01% 221
2023
Q4 		$38.5K Buy
791
+401
+103% +$17.9K 0.01% 269
2023
Q3 		$17.1K Sell
390
-5
-1% -$230 ﹤0.01% 322
2023
Q2 		$18.1K Hold
395
– – ﹤0.01% 325
2023
Q1 		$17.4K Buy
395
+240
+155% +$10.7K ﹤0.01% 319
2022
Q4 		$6.59K Buy
+155
New +$6.58K ﹤0.01% 396

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&R Capital Management's SPMD Position: Q3 2024 in Review

M&R Capital Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 70% in Q3 2024, buying an estimated $45.8K and bringing the position to 2,096 shares worth $115K. The position accounts for 0.03% of the portfolio, ranked #175.

M&R Capital Management first reported a position in SPMD in Q4 2022 and has held it in 8 quarters since. 622 funds tracked by Wall St. Rank hold SPMD as of Q3 2024.

  • M&R Capital Management held 2,096 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $115K as of Q3 2024.
  • M&R Capital Management bought 866 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2024, an estimated $45.8K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.03% of M&R Capital Management's portfolio in Q3 2024, its #175 holding.
  • M&R Capital Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2022 and has held it in 8 quarters since.
  • 622 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.