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Strategic Asset Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Strategic Asset 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
2022
Q3 		$288K Buy
7,467
+831
+13% +$35.2K 0.5% 39
2022
Q2 		$263K Buy
6,636
+7
+0.1% +$304 0.42% 48
2022
Q1 		$313K Sell
6,629
-1,847
-22% -$86.4K 0.44% 43
2021
Q4 		$422K Buy
8,476
+1,728
+26% +$84.4K 0.59% 32
2021
Q3 		$319K Buy
+6,748
New +$319K 0.45% 42

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Strategic Asset Management's SPMD Position: Q3 2022 in Review

Strategic Asset Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 13% in Q3 2022, buying an estimated $35.2K and bringing the position to 7,467 shares worth $288K. The position accounts for 0.5% of the portfolio, ranked #39.

Strategic Asset Management first reported a position in SPMD in Q3 2021 and has held it in 5 quarters since. The position peaked at $422K in Q4 2021. 381 funds tracked by Wall St. Rank hold SPMD as of Q3 2022.

  • Strategic Asset Management held 7,467 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $288K as of Q3 2022.
  • Strategic Asset Management bought 831 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2022, an estimated $35.2K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.5% of Strategic Asset Management's portfolio in Q3 2022, its #39 holding.
  • Strategic Asset Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2021 and has held it in 5 quarters since.
  • Strategic Asset Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $422K in Q4 2021.
  • 381 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.