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Topel & Distasi Wealth Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Topel & Distasi Wealth 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
Q4 		– Sell
-21,232
Closed -$932K – 72
2022
Q3 		$932K Hold
21,232
– – 0.51% 42
2022
Q2 		$843K Hold
21,232
– – 0.49% 46
2022
Q1 		$1M Hold
21,232
– – 0.42% 50
2021
Q4 		$1.06M Buy
+21,232
New +$1.04M 0.43% 45

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
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
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Topel & Distasi Wealth Management's SPMD Position: Q4 2022 in Review

Topel & Distasi Wealth Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2022, closing a stake of 21,232 shares — an estimated $932K sold.

Topel & Distasi Wealth Management first reported a position in SPMD in Q4 2021 and held it in 4 quarters. The position peaked at $1.06M in Q4 2021. 428 funds tracked by Wall St. Rank hold SPMD as of Q4 2022.

  • Topel & Distasi Wealth Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Topel & Distasi Wealth Management sold 21,232 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2022, an estimated $932K.
  • Topel & Distasi Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and held it in 4 quarters.
  • Topel & Distasi Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.06M in Q4 2021.
  • 428 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2022.

Based on Topel & Distasi Wealth Management's 13F filing for Q4 2022, filed 1 Feb 2023.