Spartan Planning & Wealth Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Spartan Planning & Wealth 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
2023 Q4	$151K	Buy	3,103 +235	+8%	+$10.5K	0.16%	68
2023 Q3	$126K	Buy	+2,868	New	+$132K	0.15%	72
2022 Q4	$55.2K	Sell	1,298 -110	-8%	-$4.67K	0.07%	96
2022 Q3	$54K	Sell	1,408 -11	-0.8%	-$466	0.07%	45
2022 Q2	$56K	Sell	1,419 -2,023	-59%	-$87.8K	0.07%	56
2022 Q1	$162K	Buy	+3,442	New	+$161K	0.2%	59

Other funds holding SPMD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return

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

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return