PFGIA
SPMD icon

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

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-1,953
Closed -$78K – 1749
2022
Q2 		$78K Sell
1,953
-459
-19% -$19.9K 0.02% 607
2022
Q1 		$114K Sell
2,412
-11
-0.5% -$514 0.02% 546
2021
Q4 		$121K Buy
2,423
+568
+31% +$27.7K 0.02% 590
2021
Q3 		$86K Buy
1,855
+160
+9% +$7.55K 0.02% 703
2021
Q2 		$80K Buy
1,695
+845
+99% +$40.1K 0.01% 698
2021
Q1 		$39K Buy
850
+59
+7% +$2.59K 0.01% 859
2020
Q4 		$32K Hold
791
– – 0.01% 834
2020
Q3 		$26K Hold
791
– – 0.01% 721
2020
Q2 		$25K Sell
791
-412
-34% -$12K 0.01% 692
2020
Q1 		$30K Sell
1,203
-262
-18% -$8.57K 0.01% 567
2019
Q4 		$53K Buy
1,465
+76
+5% +$2.65K 0.02% 468
2019
Q3 		$47K Buy
1,389
+712
+105% +$24K 0.02% 457
2019
Q2 		$23K Buy
677
+42
+7% +$1.41K 0.01% 613
2019
Q1 		$21K Buy
635
+313
+97% +$10.2K 0.01% 549
2018
Q4 		$9K Buy
+322
New +$10.5K 0.01% 638

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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SPMD Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2022, closing a stake of 1,953 shares — an estimated $78K sold.

Patriot Financial Group Insurance Agency first reported a position in SPMD in Q4 2018 and held it in 15 quarters. The position peaked at $121K in Q4 2021. 381 funds tracked by Wall St. Rank hold SPMD as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,953 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2022, an estimated $78K.
  • Patriot Financial Group Insurance Agency first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2018 and held it in 15 quarters.
  • Patriot Financial Group Insurance Agency's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $121K in Q4 2021.
  • 381 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.