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Private Capital Management (Colorado)’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Private Capital Management (Colorado)’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
2023
Q4 		– Sell
-10
Closed -$438 – 229
2023
Q3 		$438 Buy
+10
New +$460 ﹤0.01% 220

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AG
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VA
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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
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
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
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Private Capital Management (Colorado)'s SPMD Position: Q4 2023 in Review

Private Capital Management (Colorado) sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2023, closing a stake of 10 shares — an estimated $438 sold.

Private Capital Management (Colorado) first reported a position in SPMD in Q3 2023 and held it in 1 quarter. The position peaked at $438 in Q3 2023. 548 funds tracked by Wall St. Rank hold SPMD as of Q4 2023.

  • Private Capital Management (Colorado) reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Private Capital Management (Colorado) sold 10 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2023, an estimated $438.
  • Private Capital Management (Colorado) first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2023 and held it in 1 quarter.
  • Private Capital Management (Colorado)'s State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $438 in Q3 2023.
  • 548 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2023.

Based on Private Capital Management (Colorado)'s 13F filing for Q4 2023, filed 9 Jan 2024.