Simplicity Solutions’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Simplicity Solutions’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 Q2	–	Sell	-6,613	Closed	-$291K	–	1211
2023 Q1	$291K	Sell	6,613 -889	-12%	-$39.8K	0.01%	863
2022 Q4	$319K	Sell	7,502 -2,959	-28%	-$126K	0.04%	463
2022 Q3	$403K	Sell	10,461 -36,708	-78%	-$1.56M	0.06%	365
2022 Q2	$1.87M	Sell	47,169 -11,539	-20%	-$501K	0.24%	97
2022 Q1	$2.77M	Buy	+58,708	New	+$2.75M	0.34%	67
2021 Q4	–	Sell	-34,880	Closed	-$1.61M	–	603
2021 Q3	$1.61M	Buy	34,880 +5,837	+20%	+$276K	0.25%	92
2021 Q2	$1.37M	Buy	29,043 +15,562	+115%	+$739K	0.27%	78
2021 Q1	$617K	Sell	13,481 -25,764	-66%	-$1.13M	0.14%	166
2020 Q4	$1.59M	Buy	39,245 +20,917	+114%	+$776K	0.02%	438
2020 Q3	$598K	Sell	18,328 -11,693	-39%	-$384K	0.01%	594
2020 Q2	$938K	Buy	30,021 +13,226	+79%	+$386K	0.02%	489
2020 Q1	$425K	Buy	16,795 +5,247	+45%	+$172K	0.01%	533
2019 Q4	$418K	Buy	+11,548	New	+$402K	0.01%	591
2018 Q4	–	Sell	-26,611	Closed	-$962K	–	773
2018 Q3	$962K	Sell	26,611 -34,939	-57%	-$1.26M	0.05%	175
2018 Q2	$2.15M	Buy	61,550 +18,033	+41%	+$620K	0.15%	79
2018 Q1	$1.44M	Buy	43,517 +28,580	+191%	+$963K	0.12%	97
2017 Q4	$498K	Buy	+14,937	New	+$490K	0.05%	216

Other funds holding SPMD

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

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

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

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

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

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

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

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

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

Simplicity Solutions's SPMD Position: Q2 2023 in Review

Simplicity Solutions sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2023, closing a stake of 6,613 shares — an estimated $291K sold.

Simplicity Solutions first reported a position in SPMD in Q4 2017 and held it in 17 quarters. The position peaked at $2.77M in Q1 2022. 461 funds tracked by Wall St. Rank hold SPMD as of Q2 2023.

Simplicity Solutions reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2023 after selling out during the quarter.
Simplicity Solutions sold 6,613 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2023, an estimated $291K.
Simplicity Solutions first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2017 and held it in 17 quarters.
Simplicity Solutions's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.77M in Q1 2022.
461 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2023.

Based on Simplicity Solutions's 13F filing for Q2 2023, filed 26 Jul 2023.