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

MFA Wealth 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
Q3 		– Hold
0
– – – 506
2024
Q2 		– Hold
0
– – – 521
2020
Q3 		– Sell
-174
Closed -$5.45K – 198
2020
Q2 		$5.45K Buy
+174
New +$5.08K ﹤0.01% 198

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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 $4.6B AUM 22.54% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $374B AUM 17.66% 1-Year Est. Return

MFA Wealth Advisors's SPMD Position: Q3 2024 in Review

MFA Wealth Advisors held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q3 2024 at 0 shares worth $23. The position accounts for ﹤0.01% of the portfolio, ranked #506.

MFA Wealth Advisors first reported a position in SPMD in Q2 2020 and has held it in 1 quarter since. The position peaked at $5.45K in Q2 2020. 622 funds tracked by Wall St. Rank hold SPMD as of Q3 2024.

  • MFA Wealth Advisors held 0 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $23 as of Q3 2024.
  • MFA Wealth Advisors left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q3 2024.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of MFA Wealth Advisors's portfolio in Q3 2024, its #506 holding.
  • MFA Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2020 and has held it in 1 quarter since.
  • MFA Wealth Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $5.45K in Q2 2020.
  • 622 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2024.

Based on MFA Wealth Advisors's 13F filing for Q3 2024, filed 22 Oct 2024.