PSCM
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Per Stirling Capital Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Per Stirling Capital Management’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
Q2 		– Sell
-37,469
Closed -$1.65M – 200
2023
Q1 		$1.65M Buy
+37,469
New +$1.68M 0.36% 50

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

Per Stirling Capital Management's SPMD Position: Q2 2023 in Review

Per Stirling Capital Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2023, closing a stake of 37,469 shares — an estimated $1.65M sold.

Per Stirling Capital Management first reported a position in SPMD in Q1 2023 and held it in 1 quarter. The position peaked at $1.65M in Q1 2023. 462 funds tracked by Wall St. Rank hold SPMD as of Q2 2023.

  • Per Stirling Capital Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Per Stirling Capital Management sold 37,469 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2023, an estimated $1.65M.
  • Per Stirling Capital Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2023 and held it in 1 quarter.
  • Per Stirling Capital Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.65M in Q1 2023.
  • 462 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2023.

Based on Per Stirling Capital Management's 13F filing for Q2 2023, filed 11 Aug 2023.