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PFG Investments’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

PFG Investments’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
2024
Q2 		– Sell
-4,075
Closed -$217K – 1081
2024
Q1 		$217K Buy
+4,075
New +$203K 0.01% 865

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

PFG Investments's SPMD Position: Q2 2024 in Review

PFG Investments sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2024, closing a stake of 4,075 shares — an estimated $217K sold.

PFG Investments first reported a position in SPMD in Q1 2024 and held it in 1 quarter. The position peaked at $217K in Q1 2024. 590 funds tracked by Wall St. Rank hold SPMD as of Q2 2024.

  • PFG Investments reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2024 after selling out during the quarter.
  • PFG Investments sold 4,075 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2024, an estimated $217K.
  • PFG Investments first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2024 and held it in 1 quarter.
  • PFG Investments's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $217K in Q1 2024.
  • 590 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2024.

Based on PFG Investments's 13F filing for Q2 2024, filed 7 Aug 2024.