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Sterling Financial Planning’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-1,900
Closed -$88K – 353
2021
Q3 		$88K Buy
+1,900
New +$89.7K 0.06% 137

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Sterling Financial Planning's SPMD Position: Q4 2021 in Review

Sterling Financial Planning sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2021, closing a stake of 1,900 shares — an estimated $88K sold.

Sterling Financial Planning first reported a position in SPMD in Q3 2021 and held it in 1 quarter. The position peaked at $88K in Q3 2021. 386 funds tracked by Wall St. Rank hold SPMD as of Q4 2021.

  • Sterling Financial Planning reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 1,900 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2021, an estimated $88K.
  • Sterling Financial Planning first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2021 and held it in 1 quarter.
  • Sterling Financial Planning's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $88K in Q3 2021.
  • 386 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.