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Northwest Investment Counselors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Northwest Investment Counselors’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
Q3 		– Sell
-1,021
Closed -$46.9K – 602
2023
Q2 		$46.9K Buy
+1,021
New +$44.6K 0.01% 247

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Northwest Investment Counselors's SPMD Position: Q3 2023 in Review

Northwest Investment Counselors sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2023, closing a stake of 1,021 shares — an estimated $46.9K sold.

Northwest Investment Counselors first reported a position in SPMD in Q2 2023 and held it in 1 quarter. The position peaked at $46.9K in Q2 2023. 484 funds tracked by Wall St. Rank hold SPMD as of Q3 2023.

  • Northwest Investment Counselors reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Northwest Investment Counselors sold 1,021 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2023, an estimated $46.9K.
  • Northwest Investment Counselors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2023 and held it in 1 quarter.
  • Northwest Investment Counselors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $46.9K in Q2 2023.
  • 484 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2023.

Based on Northwest Investment Counselors's 13F filing for Q3 2023, filed 12 Oct 2023.