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Wealth Advisors of Iowa’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Wealth Advisors of Iowa’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
Q2 		– Sell
-118,939
Closed -$5.23M – 60
2023
Q1 		$5.23M Buy
+118,939
New +$5.32M 4.08% 7

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

Wealth Advisors of Iowa's SPMD Position: Q2 2023 in Review

Wealth Advisors of Iowa sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2023, closing a stake of 118,939 shares — an estimated $5.23M sold.

Wealth Advisors of Iowa first reported a position in SPMD in Q1 2023 and held it in 1 quarter. The position peaked at $5.23M in Q1 2023. 462 funds tracked by Wall St. Rank hold SPMD as of Q2 2023.

  • Wealth Advisors of Iowa reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Wealth Advisors of Iowa sold 118,939 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2023, an estimated $5.23M.
  • Wealth Advisors of Iowa first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2023 and held it in 1 quarter.
  • Wealth Advisors of Iowa's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $5.23M in Q1 2023.
  • 462 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2023.

Based on Wealth Advisors of Iowa's 13F filing for Q2 2023, filed 25 Jul 2023.