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Tyler-Stone Wealth Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Tyler-Stone 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
2024
Q3 		– Sell
-442
Closed -$22.7K – 857
2024
Q2 		$22.7K Hold
442
– – 0.01% 502
2024
Q1 		$23.6K Buy
442
+409
+1,239% +$20.3K 0.01% 496
2023
Q4 		$1.61K Hold
33
– – ﹤0.01% 829
2023
Q3 		$1K Buy
+33
New +$1.52K ﹤0.01% 886

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tyler-Stone Wealth Management's SPMD Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2024, closing a stake of 442 shares — an estimated $22.7K sold.

Tyler-Stone Wealth Management first reported a position in SPMD in Q3 2023 and held it in 4 quarters. The position peaked at $23.6K in Q1 2024. 622 funds tracked by Wall St. Rank hold SPMD as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 442 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2024, an estimated $22.7K.
  • Tyler-Stone Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2023 and held it in 4 quarters.
  • Tyler-Stone Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $23.6K in Q1 2024.
  • 622 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.