Spectrum Wealth Advisory Group’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Spectrum Wealth Advisory Group’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
2022 Q4	–	Sell	-5,830	Closed	-$225K	–	36
2022 Q3	$225K	Buy	5,830 +12	+0.2%	+$509	0.28%	36
2022 Q2	$231K	Buy	5,818 +12	+0.2%	+$521	0.26%	38
2022 Q1	$274K	Sell	5,806 -2,916	-33%	-$136K	0.26%	40
2021 Q4	$434K	Buy	8,722 +2,929	+51%	+$143K	0.39%	32
2021 Q3	$267K	Buy	5,793 +12	+0.2%	+$567	0.26%	38
2021 Q2	$273K	Buy	5,781 +8	+0.1%	+$380	0.27%	38
2021 Q1	$264K	Sell	5,773 -28	-0.5%	-$1.23K	0.25%	35
2020 Q4	$234K	Sell	5,801 -7,285	-56%	-$270K	0.26%	30
2020 Q3	$426K	Buy	13,086 +6,522	+99%	+$214K	0.27%	32
2020 Q2	$205K	Buy	+6,564	New	+$192K	0.29%	32

Other funds holding SPMD

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

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

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

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