RIM
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Rockbridge Investment Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Rockbridge Investment 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
2024
Q1 		– Sell
-579
Closed -$28.2K – 546
2023
Q4 		$28.2K Buy
+579
New +$25.8K ﹤0.01% 293
2022
Q3 		– Sell
-1,080
Closed -$42.9K – 522
2022
Q2 		$42.9K Hold
1,080
– – 0.01% 231
2022
Q1 		$51.2K Sell
1,080
-3
-0.3% -$140 0.01% 294
2021
Q4 		$54K Sell
1,083
-166
-13% -$8.11K 0.01% 334
2021
Q3 		$58K Hold
1,249
– – 0.01% 298
2021
Q2 		$59K Hold
1,249
– – 0.01% 291
2021
Q1 		$57K Hold
1,249
– – 0.01% 275
2020
Q4 		$50K Sell
1,249
-115
-8% -$4.26K 0.01% 282
2020
Q3 		$45K Hold
1,364
– – 0.01% 280
2020
Q2 		$43K Buy
+1,364
New +$39.8K 0.01% 247

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AG
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VA
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Carson Wealth (CWM LLC)
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return