Pathstone Family Office’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Pathstone Family Office’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	$6.61M	Buy	+151,000	New	+$6.94M	0.05%	225

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

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

Pathstone Family Office's SPMD Position: Q3 2023 in Review

Pathstone Family Office opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2023: 151,000 shares worth $6.61M. The stake represents 0.05% of the portfolio and ranks #225 among its holdings.

483 funds tracked by Wall St. Rank hold SPMD as of Q3 2023.

Pathstone Family Office held 151,000 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $6.61M as of Q3 2023.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Pathstone Family Office position in Q3 2023.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.05% of Pathstone Family Office's portfolio in Q3 2023, its #225 holding.
483 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.