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

WealthSource Partners’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 		– Sell
-24,242
Closed -$935K – 527
2022
Q3 		$935K Buy
+24,242
New +$1.03M 0.07% 205
2020
Q1 		– Sell
-6,408
Closed -$232K – 421
2019
Q4 		$232K Sell
6,408
-2,773
-30% -$96.6K 0.03% 366
2019
Q3 		$311K Sell
9,181
-1,264
-12% -$42.6K 0.05% 321
2019
Q2 		$356K Sell
10,445
-306
-3% -$10.3K 0.06% 298
2019
Q1 		$358K Sell
10,751
-6,773
-39% -$221K 0.08% 224
2018
Q4 		$516K Sell
17,524
-3,695
-17% -$120K 0.15% 143
2018
Q3 		$767K Buy
21,219
+2,068
+11% +$74.8K 0.2% 112
2018
Q2 		$668K Sell
19,151
-7,947
-29% -$273K 0.19% 118
2018
Q1 		$899K Buy
+27,098
New +$913K 0.27% 91

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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 $1.89T AUM 35.08% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $1.67B AUM 21.55% 1-Year Est. Return

WealthSource Partners's SPMD Position: Q4 2022 in Review

WealthSource Partners sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2022, closing a stake of 24,242 shares — an estimated $935K sold.

WealthSource Partners first reported a position in SPMD in Q1 2018 and held it in 9 quarters. The position peaked at $935K in Q3 2022. 427 funds tracked by Wall St. Rank hold SPMD as of Q4 2022.

  • WealthSource Partners reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2022 after selling out during the quarter.
  • WealthSource Partners sold 24,242 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2022, an estimated $935K.
  • WealthSource Partners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2018 and held it in 9 quarters.
  • WealthSource Partners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $935K in Q3 2022.
  • 427 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2022.

Based on WealthSource Partners's 13F filing for Q4 2022, filed 10 Feb 2023.