Next Financial Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Next Financial Group’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
2021 Q4	$243K	Buy	+4,894	New	+$239K	0.02%	818
2021 Q3	–	Sell	-56	Closed	-$3K	–	2812
2021 Q2	$3K	Sell	56 -79	-59%	-$3.75K	﹤0.01%	2347
2021 Q1	$6K	Buy	+135	New	+$5.92K	﹤0.01%	2053
2020 Q1	–	Sell	-900	Closed	-$33K	–	2383
2019 Q4	$33K	Buy	+900	New	+$31.4K	﹤0.01%	1358
2019 Q3	–	Sell	-52	Closed	-$2K	–	2414
2019 Q2	$2K	Buy	+52	New	+$1.75K	﹤0.01%	2147
2017 Q1	–	Sell	-900	Closed	-$27K	–	2241
2016 Q4	$27K	Hold	900	–	–	﹤0.01%	1236
2016 Q3	$25K	Buy	+900	New	+$24.5K	﹤0.01%	1249
2014 Q4	–	Sell	-450	Closed	-$12K	–	2317
2014 Q3	$12K	Buy	+450	New	+$12.8K	﹤0.01%	1683

Other funds holding SPMD

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

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

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Next Financial Group's SPMD Position: Q4 2021 in Review

Next Financial Group opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2021: 4,894 shares worth $243K. The stake represents 0.02% of the portfolio and ranks #818 among its holdings. This is a return to the name: Next Financial Group previously reported a position in SPMD as recently as Q2 2021.

Next Financial Group first reported a position in SPMD in Q3 2014 and has held it in 8 quarters since. 386 funds tracked by Wall St. Rank hold SPMD as of Q4 2021.

Next Financial Group held 4,894 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $243K as of Q4 2021.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Next Financial Group position in Q4 2021.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #818 holding.
Next Financial Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2014 and has held it in 8 quarters since.
386 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.