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

Prentice Wealth 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
2021
Q4 		– Sell
-131
Closed -$6K – 274
2021
Q3 		$6K Hold
131
– – ﹤0.01% 272
2021
Q2 		$6K Hold
131
– – ﹤0.01% 267
2021
Q1 		$6K Buy
+131
New +$5.75K ﹤0.01% 269

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Prentice Wealth Management's SPMD Position: Q4 2021 in Review

Prentice Wealth Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2021, closing a stake of 131 shares — an estimated $6K sold.

Prentice Wealth Management first reported a position in SPMD in Q1 2021 and held it in 3 quarters. The position peaked at $6K in Q3 2021. 386 funds tracked by Wall St. Rank hold SPMD as of Q4 2021.

  • Prentice Wealth Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Prentice Wealth Management sold 131 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2021, an estimated $6K.
  • Prentice Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2021 and held it in 3 quarters.
  • Prentice Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $6K in Q3 2021.
  • 386 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2021.

Based on Prentice Wealth Management's 13F filing for Q4 2021, filed 31 Oct 2022.