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

Matrix Private Capital 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
2022 Q3	–	Sell	-96	Closed	-$4K	–	241
2022 Q2	$4K	Buy	96 +34	+55%	+$1.48K	﹤0.01%	236
2022 Q1	$3K	Hold	62	–	–	﹤0.01%	251
2021 Q4	$3K	Buy	+62	New	+$3.03K	﹤0.01%	261

Other funds holding SPMD

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

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

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

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Matrix Private Capital Group's SPMD Position: Q3 2022 in Review

Matrix Private Capital Group sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2022, closing a stake of 96 shares — an estimated $4K sold.

Matrix Private Capital Group first reported a position in SPMD in Q4 2021 and held it in 3 quarters. The position peaked at $4K in Q2 2022. 380 funds tracked by Wall St. Rank hold SPMD as of Q3 2022.

Matrix Private Capital Group reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2022 after selling out during the quarter.
Matrix Private Capital Group sold 96 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2022, an estimated $4K.
Matrix Private Capital Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and held it in 3 quarters.
Matrix Private Capital Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $4K in Q2 2022.
380 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2022.

Based on Matrix Private Capital Group's 13F filing for Q3 2022, filed 14 Nov 2022.