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

MCF Advisors’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 Q1	–	Sell	-1,318	Closed	-$64.2K	–	1026
2023 Q4	$64.2K	Buy	+1,318	New	+$58.7K	0.01%	342
2019 Q4	–	Sell	-756	Closed	-$26K	–	472
2019 Q3	$26K	Hold	756	–	–	﹤0.01%	302
2019 Q2	$26K	Sell	756 -367	-33%	-$12.4K	﹤0.01%	295
2019 Q1	$37K	Buy	1,123 +284	+34%	+$9.28K	0.01%	250
2018 Q4	$25K	Buy	+839	New	+$27.3K	﹤0.01%	269
2017 Q4	–	Sell	-150	Closed	-$5K	–	516
2017 Q3	$5K	Buy	+150	New	+$4.62K	﹤0.01%	397

Other funds holding SPMD

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MCF Advisors's SPMD Position: Q1 2024 in Review

MCF Advisors sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2024, closing a stake of 1,318 shares — an estimated $64.2K sold.

MCF Advisors first reported a position in SPMD in Q3 2017 and held it in 6 quarters. The position peaked at $64.2K in Q4 2023. 567 funds tracked by Wall St. Rank hold SPMD as of Q1 2024.

MCF Advisors reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2024 after selling out during the quarter.
MCF Advisors sold 1,318 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2024, an estimated $64.2K.
MCF Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2017 and held it in 6 quarters.
MCF Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $64.2K in Q4 2023.
567 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2024.

Based on MCF Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.