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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 $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $1.67B AUM 21.55% 1-Year Est. Return

Personal Capital Advisors's SPMD Position: Q4 2022 in Review

Personal Capital Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 3.6% in Q4 2022, selling an estimated $10.2K and leaving 6,369 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Personal Capital Advisors first reported a position in SPMD in Q3 2020 and has held it in 10 quarters since. The position peaked at $613K in Q2 2021. 427 funds tracked by Wall St. Rank hold SPMD as of Q4 2022.

  • Personal Capital Advisors held 6,369 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $271K as of Q4 2022.
  • Personal Capital Advisors sold 241 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2022, an estimated $10.2K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #407 holding.
  • Personal Capital Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2020 and has held it in 10 quarters since.
  • Personal Capital Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $613K in Q2 2021.
  • 427 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.