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

Other funds holding SPMD

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rockbridge Investment Management's SPMD Position: Q1 2024 in Review

Rockbridge Investment Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2024, closing a stake of 579 shares — an estimated $28.2K sold.

Rockbridge Investment Management first reported a position in SPMD in Q2 2020 and held it in 10 quarters. The position peaked at $59K in Q2 2021. 568 funds tracked by Wall St. Rank hold SPMD as of Q1 2024.

Rockbridge Investment Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 579 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2024, an estimated $28.2K.
Rockbridge Investment Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2020 and held it in 10 quarters.
Rockbridge Investment Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $59K in Q2 2021.
568 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.