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

MGO Private Wealth’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
Q1 		– Sell
-7,231
Closed -$307K – 122
2022
Q4 		$307K Sell
7,231
-13
-0.2% -$552 0.14% 92
2022
Q3 		$279K Buy
+7,244
New +$307K 0.13% 101

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MGO Private Wealth's SPMD Position: Q1 2023 in Review

MGO Private Wealth sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2023, closing a stake of 7,231 shares — an estimated $307K sold.

MGO Private Wealth first reported a position in SPMD in Q3 2022 and held it in 2 quarters. The position peaked at $307K in Q4 2022. 434 funds tracked by Wall St. Rank hold SPMD as of Q1 2023.

  • MGO Private Wealth reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2023 after selling out during the quarter.
  • MGO Private Wealth sold 7,231 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2023, an estimated $307K.
  • MGO Private Wealth first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2022 and held it in 2 quarters.
  • MGO Private Wealth's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $307K in Q4 2022.
  • 434 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2023.

Based on MGO Private Wealth's 13F filing for Q1 2023, filed 17 Apr 2023.