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

Rooted Wealth Advisors’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 		– Sell
-5,185
Closed -$237K – 82
2023
Q2 		$237K Sell
5,185
-39,386
-88% -$1.72M 0.16% 68
2023
Q1 		$1.94M Buy
44,571
+140
+0.3% +$6.27K 1.44% 20
2022
Q4 		$1.89M Buy
+44,431
New +$1.89M 1.58% 18

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $104B AUM 28.3% 1-Year Est. Return
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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Rooted Wealth Advisors's SPMD Position: Q3 2023 in Review

Rooted Wealth Advisors sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2023, closing a stake of 5,185 shares — an estimated $237K sold.

Rooted Wealth Advisors first reported a position in SPMD in Q4 2022 and held it in 3 quarters. The position peaked at $1.94M in Q1 2023. 483 funds tracked by Wall St. Rank hold SPMD as of Q3 2023.

  • Rooted Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Rooted Wealth Advisors sold 5,185 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2023, an estimated $237K.
  • Rooted Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2022 and held it in 3 quarters.
  • Rooted Wealth Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.94M in Q1 2023.
  • 483 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2023.

Based on Rooted Wealth Advisors's 13F filing for Q3 2023, filed 21 Nov 2023.