TFS
SPMD icon

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

TrustCore Financial Services’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 		$17K Hold
401
– – ﹤0.01% 630
2022
Q3 		$15K Buy
+401
New +$17K ﹤0.01% 673

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

TrustCore Financial Services's SPMD Position: Q4 2022 in Review

TrustCore Financial Services held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q4 2022 at 401 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

TrustCore Financial Services first reported a position in SPMD in Q3 2022 and has held it in 2 quarters since. 428 funds tracked by Wall St. Rank hold SPMD as of Q4 2022.

  • TrustCore Financial Services held 401 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $17K as of Q4 2022.
  • TrustCore Financial Services left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q4 2022.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #630 holding.
  • TrustCore Financial Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2022 and has held it in 2 quarters since.
  • 428 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.