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TS Financial Group (TSFG)’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

TS Financial Group (TSFG)’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
2024
Q4 		– Sell
-19
Closed -$1K – 817
2024
Q3 		$1K Buy
+19
New +$1K ﹤0.01% 756

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Betterment LLC
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TS Financial Group (TSFG)'s SPMD Position: Q4 2024 in Review

TS Financial Group (TSFG) sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2024, closing a stake of 19 shares — an estimated $1K sold.

TS Financial Group (TSFG) first reported a position in SPMD in Q3 2024 and held it in 1 quarter. The position peaked at $1K in Q3 2024. 683 funds tracked by Wall St. Rank hold SPMD as of Q4 2024.

  • TS Financial Group (TSFG) reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2024 after selling out during the quarter.
  • TS Financial Group (TSFG) sold 19 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2024, an estimated $1K.
  • TS Financial Group (TSFG) first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2024 and held it in 1 quarter.
  • TS Financial Group (TSFG)'s State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1K in Q3 2024.
  • 683 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2024.

Based on TS Financial Group (TSFG)'s 13F filing for Q4 2024, filed 13 Jan 2025.