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SPMD icon

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

TRUADVICE’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 		$325K Sell
7,602
-5,367
-41% -$247K 0.13% 164
2023
Q2 		$605K Buy
12,969
+338
+3% +$14.8K 0.22% 113
2023
Q1 		$551K Buy
12,631
+915
+8% +$41K 0.22% 110
2022
Q4 		$529K Sell
11,716
-959
-8% -$40.7K 0.28% 70
2022
Q3 		$542K Sell
12,675
-632
-5% -$26.8K 0.3% 60
2022
Q2 		$581K Buy
13,307
+69
+0.5% +$2.99K 0.31% 61
2022
Q1 		$583K Buy
13,238
+56
+0.4% +$2.62K 0.33% 57
2021
Q4 		$617K Buy
13,182
+76
+0.6% +$3.71K 0.58% 42
2021
Q3 		$667K Sell
13,106
-2,025
-13% -$95.6K 0.61% 44
2021
Q2 		$705K Sell
15,131
-261
-2% -$12.4K 0.15% 129
2021
Q1 		$746K Buy
15,392
+4,574
+42% +$201K 0.22% 97
2020
Q4 		$449K Sell
10,818
-1,153
-10% -$42.8K 0.14% 150
2020
Q3 		$414K Buy
+11,971
New +$393K 0.17% 121

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
B
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

TRUADVICE's SPMD Position: Q3 2023 in Review

TRUADVICE reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 41% in Q3 2023, selling an estimated $247K and leaving 7,602 shares worth $325K. The position accounts for 0.13% of the portfolio, ranked #164.

TRUADVICE first reported a position in SPMD in Q3 2020 and has held it in 13 quarters since. The position peaked at $746K in Q1 2021. 484 funds tracked by Wall St. Rank hold SPMD as of Q3 2023.

  • TRUADVICE held 7,602 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $325K as of Q3 2023.
  • TRUADVICE sold 5,367 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2023, an estimated $247K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.13% of TRUADVICE's portfolio in Q3 2023, its #164 holding.
  • TRUADVICE first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2020 and has held it in 13 quarters since.
  • TRUADVICE's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $746K in Q1 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 TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.