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Portside Wealth Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Portside Wealth Group’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
-4,175
Closed -$223K – 394
2024
Q1 		$223K Sell
4,175
-1,284
-24% -$63.9K 0.04% 334
2023
Q4 		$266K Sell
5,459
-217
-4% -$9.67K 0.05% 286
2023
Q3 		$248K Sell
5,676
-297
-5% -$13.7K 0.05% 280
2023
Q2 		$274K Buy
+5,973
New +$261K 0.05% 271

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

Portside Wealth Group's SPMD Position: Q2 2024 in Review

Portside Wealth Group sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2024, closing a stake of 4,175 shares — an estimated $223K sold.

Portside Wealth Group first reported a position in SPMD in Q2 2023 and held it in 4 quarters. The position peaked at $274K in Q2 2023. 590 funds tracked by Wall St. Rank hold SPMD as of Q2 2024.

  • Portside Wealth Group reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Portside Wealth Group sold 4,175 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2024, an estimated $223K.
  • Portside Wealth Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2023 and held it in 4 quarters.
  • Portside Wealth Group's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $274K in Q2 2023.
  • 590 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2024.

Based on Portside Wealth Group's 13F filing for Q2 2024, filed 18 Jul 2024.