SFS
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Security Financial Services’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Security Financial Services’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
-58,474
Closed -$2.56M – 175
2023
Q3 		$2.56M Buy
+58,474
New +$2.69M 0.72% 36

Other funds holding SPMD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Security Financial Services's SPMD Position: Q4 2023 in Review

Security Financial Services sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2023, closing a stake of 58,474 shares — an estimated $2.56M sold.

Security Financial Services first reported a position in SPMD in Q3 2023 and held it in 1 quarter. The position peaked at $2.56M in Q3 2023. 549 funds tracked by Wall St. Rank hold SPMD as of Q4 2023.

  • Security Financial Services reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Security Financial Services sold 58,474 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2023, an estimated $2.56M.
  • Security Financial Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2023 and held it in 1 quarter.
  • Security Financial Services's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.56M in Q3 2023.
  • 549 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2023.

Based on Security Financial Services's 13F filing for Q4 2023, filed 16 Jan 2024.