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McDonald Partners’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

McDonald Partners’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
Q1 		– Sell
-737
Closed -$36.7K – 629
2021
Q4 		$36.7K Buy
+737
New +$36K 0.03% 119

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VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

McDonald Partners's SPMD Position: Q1 2022 in Review

McDonald Partners sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2022, closing a stake of 737 shares — an estimated $36.7K sold.

McDonald Partners first reported a position in SPMD in Q4 2021 and held it in 1 quarter. The position peaked at $36.7K in Q4 2021. 394 funds tracked by Wall St. Rank hold SPMD as of Q1 2022.

  • McDonald Partners reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2022 after selling out during the quarter.
  • McDonald Partners sold 737 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2022, an estimated $36.7K.
  • McDonald Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and held it in 1 quarter.
  • McDonald Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $36.7K in Q4 2021.
  • 394 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.