Personal Capital Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Personal Capital Advisors’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 Q4	$271K	Sell	6,369 -241	-4%	-$10.2K	﹤0.01%	407
2022 Q3	$255K	Sell	6,610 -518	-7%	-$22K	﹤0.01%	393
2022 Q2	$283K	Buy	7,128 +1,400	+24%	+$60.7K	﹤0.01%	365
2022 Q1	$270K	Sell	5,728 -2,318	-29%	-$108K	﹤0.01%	412
2021 Q4	$394K	Buy	8,046 +505	+7%	+$24.7K	﹤0.01%	379
2021 Q3	$348K	Sell	7,541 -5,439	-42%	-$257K	﹤0.01%	372
2021 Q2	$613K	Sell	12,980 -118	-0.9%	-$5.6K	﹤0.01%	284
2021 Q1	$599K	Buy	13,098 +785	+6%	+$34.5K	﹤0.01%	285
2020 Q4	$497K	Buy	12,313 +5,926	+93%	+$220K	﹤0.01%	299
2020 Q3	$208K	Buy	+6,387	New	+$210K	﹤0.01%	395

Other funds holding SPMD

Creative Planning

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

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

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

Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return