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Wellington Wealth Strategies’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Wellington Wealth Strategies’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
-7,214
Closed -$370K – 91
2024
Q2 		$370K Buy
+7,214
New +$372K 1.55% 16
2024
Q1 		– Sell
-6,825
Closed -$333K – 173
2023
Q4 		$333K Buy
+6,825
New +$304K 0.28% 61
2020
Q4 		$333K Buy
+6,825
New +$253K 0.28% 62

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

Wellington Wealth Strategies's SPMD Position: Q3 2024 in Review

Wellington Wealth Strategies sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2024, closing a stake of 7,214 shares — an estimated $370K sold.

Wellington Wealth Strategies first reported a position in SPMD in Q4 2020 and held it in 3 quarters. The position peaked at $370K in Q2 2024. 622 funds tracked by Wall St. Rank hold SPMD as of Q3 2024.

  • Wellington Wealth Strategies reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Wellington Wealth Strategies sold 7,214 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2024, an estimated $370K.
  • Wellington Wealth Strategies first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2020 and held it in 3 quarters.
  • Wellington Wealth Strategies's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $370K in Q2 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 Wellington Wealth Strategies's 13F filing for Q3 2024, filed 12 Nov 2024.