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

Sutton Wealth 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	$16.3K	Hold	372	–	–	0.01%	385
2023 Q2	$17.1K	Hold	372	–	–	0.01%	367
2023 Q1	$16.3K	Hold	372	–	–	0.01%	336
2022 Q4	$15.8K	Hold	372	–	–	0.01%	790
2022 Q3	$14.3K	Hold	372	–	–	0.01%	773
2022 Q2	$14.8K	Hold	372	–	–	0.01%	771
2022 Q1	$17.5K	Hold	372	–	–	0.01%	750
2021 Q4	$18.5K	Hold	372	–	–	0.01%	731
2021 Q3	$17.2K	Hold	372	–	–	0.01%	743
2021 Q2	$17.6K	Hold	372	–	–	0.01%	742
2021 Q1	$17K	Hold	372	–	–	0.01%	717
2020 Q4	$15K	Hold	372	–	–	0.01%	686
2020 Q3	$12.1K	Hold	372	–	–	0.01%	684
2020 Q2	$11.6K	Hold	372	–	–	0.01%	672
2020 Q1	$9.42K	Hold	372	–	–	0.01%	668
2019 Q4	$13.5K	Hold	372	–	–	0.01%	743
2019 Q3	$12.6K	Hold	372	–	–	0.01%	724
2019 Q2	$12.7K	Hold	372	–	–	0.01%	718
2019 Q1	$12.4K	Hold	372	–	–	0.01%	732
2018 Q4	$10.9K	Hold	372	–	–	0.01%	718
2018 Q3	$13.4K	Buy	+372	New	+$13.5K	0.01%	720

Other funds holding SPMD

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

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

Sutton Wealth Advisors's SPMD Position: Q3 2023 in Review

Sutton Wealth Advisors held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q3 2023 at 372 shares worth $16.3K. The position accounts for 0.01% of the portfolio, ranked #385.

Sutton Wealth Advisors first reported a position in SPMD in Q3 2018 and has held it in 21 quarters since. The position peaked at $18.5K in Q4 2021. 484 funds tracked by Wall St. Rank hold SPMD as of Q3 2023.

Sutton Wealth Advisors held 372 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $16.3K as of Q3 2023.
Sutton Wealth Advisors left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q3 2023.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #385 holding.
Sutton Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2018 and has held it in 21 quarters since.
Sutton Wealth Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $18.5K in Q4 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 Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.