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MBM Wealth Consultants’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

MBM Wealth Consultants’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
Q2 		– Sell
-1,886
Closed -$83K – 247
2023
Q1 		$83K Hold
1,886
– – 0.03% 135
2022
Q4 		$83K Buy
+1,886
New +$80.1K 0.04% 139

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

MBM Wealth Consultants's SPMD Position: Q2 2023 in Review

MBM Wealth Consultants sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2023, closing a stake of 1,886 shares — an estimated $83K sold.

MBM Wealth Consultants first reported a position in SPMD in Q4 2022 and held it in 2 quarters. The position peaked at $83K in Q1 2023. 462 funds tracked by Wall St. Rank hold SPMD as of Q2 2023.

  • MBM Wealth Consultants reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2023 after selling out during the quarter.
  • MBM Wealth Consultants sold 1,886 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2023, an estimated $83K.
  • MBM Wealth Consultants first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2022 and held it in 2 quarters.
  • MBM Wealth Consultants's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $83K in Q1 2023.
  • 462 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2023.

Based on MBM Wealth Consultants's 13F filing for Q2 2023, filed 24 Jul 2023.