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

RVW Wealth’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
Q4 		– Sell
-642
Closed -$28.1K – 332
2023
Q3 		$28.1K Buy
+642
New +$29.5K ﹤0.01% 285

Other funds holding SPMD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

RVW Wealth's SPMD Position: Q4 2023 in Review

RVW Wealth sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2023, closing a stake of 642 shares — an estimated $28.1K sold.

RVW Wealth first reported a position in SPMD in Q3 2023 and held it in 1 quarter. The position peaked at $28.1K in Q3 2023. 548 funds tracked by Wall St. Rank hold SPMD as of Q4 2023.

  • RVW Wealth reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2023 after selling out during the quarter.
  • RVW Wealth sold 642 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2023, an estimated $28.1K.
  • RVW Wealth first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2023 and held it in 1 quarter.
  • RVW Wealth's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $28.1K in Q3 2023.
  • 548 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.