Tranquilli Financial Advisor’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Tranquilli Financial Advisor’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 Q1	–	Sell	-59,080	Closed	-$2.94M	–	94
2021 Q4	$2.94M	Buy	+59,080	New	+$2.89M	2.06%	19
2021 Q3	–	Sell	-58,547	Closed	-$2.76M	–	79
2021 Q2	$2.76M	Sell	58,547 -44,971	-43%	-$2.13M	2.08%	21
2021 Q1	$4.74M	Buy	+103,518	New	+$4.54M	3.83%	3

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tranquilli Financial Advisor's SPMD Position: Q1 2022 in Review

Tranquilli Financial Advisor sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2022, closing a stake of 59,080 shares — an estimated $2.94M sold.

Tranquilli Financial Advisor first reported a position in SPMD in Q1 2021 and held it in 3 quarters. The position peaked at $4.74M in Q1 2021. 394 funds tracked by Wall St. Rank hold SPMD as of Q1 2022.

Tranquilli Financial Advisor reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2022 after selling out during the quarter.
Tranquilli Financial Advisor sold 59,080 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2022, an estimated $2.94M.
Tranquilli Financial Advisor first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2021 and held it in 3 quarters.
Tranquilli Financial Advisor's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $4.74M in Q1 2021.
394 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2022.

Based on Tranquilli Financial Advisor's 13F filing for Q1 2022, filed 13 May 2022.