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Stonebridge Capital Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Stonebridge Capital Advisors’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
Q3 		– Sell
-179
Closed -$8.21K – 989
2023
Q2 		$8.21K Buy
+179
New +$7.82K ﹤0.01% 640
2021
Q3 		– Sell
-751
Closed -$34K – 1093
2021
Q2 		$34K Hold
751
– – ﹤0.01% 539
2021
Q1 		$34K Buy
+751
New +$33K ﹤0.01% 409

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
B
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

Stonebridge Capital Advisors's SPMD Position: Q3 2023 in Review

Stonebridge Capital Advisors sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2023, closing a stake of 179 shares — an estimated $8.21K sold.

Stonebridge Capital Advisors first reported a position in SPMD in Q1 2021 and held it in 3 quarters. The position peaked at $34K in Q2 2021. 484 funds tracked by Wall St. Rank hold SPMD as of Q3 2023.

  • Stonebridge Capital Advisors reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 179 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2023, an estimated $8.21K.
  • Stonebridge Capital Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2021 and held it in 3 quarters.
  • Stonebridge Capital Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $34K in Q2 2021.
  • 484 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.