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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

QP Wealth Management's SPMD Position: Q3 2023 in Review

QP Wealth Management reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 15% in Q3 2023, selling an estimated $109K and leaving 13,614 shares worth $596K. The position accounts for 1.04% of the portfolio, ranked #31.

QP Wealth Management first reported a position in SPMD in Q2 2021 and has held it in 10 quarters since. The position peaked at $1.26M in Q4 2021. 483 funds tracked by Wall St. Rank hold SPMD as of Q3 2023.

QP Wealth Management held 13,614 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $596K as of Q3 2023.
QP Wealth Management sold 2,378 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2023, an estimated $109K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 1.04% of QP Wealth Management's portfolio in Q3 2023, its #31 holding.
QP Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2021 and has held it in 10 quarters since.
QP Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.26M in Q4 2021.
483 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2023.

Based on QP Wealth Management's 13F filing for Q3 2023, filed 5 Oct 2023.