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Summit Global Investments’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Summit Global Investments’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
2024
Q3 		– Sell
-6,194
Closed -$318K – 582
2024
Q2 		$318K Sell
6,194
-879
-12% -$45.4K 0.02% 411
2024
Q1 		$377K Buy
+7,073
New +$352K 0.03% 372

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Summit Global Investments's SPMD Position: Q3 2024 in Review

Summit Global Investments sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2024, closing a stake of 6,194 shares — an estimated $318K sold.

Summit Global Investments first reported a position in SPMD in Q1 2024 and held it in 2 quarters. The position peaked at $377K in Q1 2024. 622 funds tracked by Wall St. Rank hold SPMD as of Q3 2024.

  • Summit Global Investments reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Summit Global Investments sold 6,194 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2024, an estimated $318K.
  • Summit Global Investments first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2024 and held it in 2 quarters.
  • Summit Global Investments's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $377K in Q1 2024.
  • 622 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2024.

Based on Summit Global Investments's 13F filing for Q3 2024, filed 31 Oct 2024.