SXL
SPMD icon

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

Summit X LLC’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
Q4 		– Sell
-66,083
Closed -$2.89M – 197
2023
Q3 		$2.89M Buy
+66,083
New +$3.04M 0.92% 23

Other funds holding SPMD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Summit X LLC's SPMD Position: Q4 2023 in Review

Summit X LLC sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2023, closing a stake of 66,083 shares — an estimated $2.89M sold.

Summit X LLC first reported a position in SPMD in Q3 2023 and held it in 1 quarter. The position peaked at $2.89M in Q3 2023. 549 funds tracked by Wall St. Rank hold SPMD as of Q4 2023.

  • Summit X LLC reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Summit X LLC sold 66,083 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2023, an estimated $2.89M.
  • Summit X LLC first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2023 and held it in 1 quarter.
  • Summit X LLC's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $2.89M in Q3 2023.
  • 549 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2023.

Based on Summit X LLC's 13F filing for Q4 2023, filed 8 Feb 2024.