QWM
SPMD icon

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

QP 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
2023
Q3 		$596K Sell
13,614
-2,378
-15% -$109K 1.04% 31
2023
Q2 		$734K Buy
15,992
+646
+4% +$28.2K 1.16% 29
2023
Q1 		$674K Buy
15,346
+6,065
+65% +$271K 1.1% 32
2022
Q4 		$394K Sell
9,281
-13,120
-59% -$557K 0.61% 41
2022
Q3 		$870K Sell
22,401
-829
-4% -$35.2K 1.25% 29
2022
Q2 		$922K Sell
23,230
-1,541
-6% -$66.8K 1.26% 27
2022
Q1 		$1.17M Sell
24,771
-496
-2% -$23.2K 1.31% 27
2021
Q4 		$1.26M Buy
25,267
+1,850
+8% +$90.4K 1.33% 27
2021
Q3 		$1.08M Buy
23,417
+406
+2% +$19.2K 1.16% 30
2021
Q2 		$1.09M Buy
+23,011
New +$1.09M 1.11% 32

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return