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Wilbanks Smith & Thomas Asset Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Wilbanks Smith & Thomas Asset 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
Q1 		$356K Buy
6,680
+136
+2% +$6.76K 0.01% 398
2023
Q4 		$319K Sell
6,544
-139
-2% -$6.19K 0.01% 413
2023
Q3 		$293K Sell
6,683
-42
-0.6% -$1.93K 0.01% 405
2023
Q2 		$309K Hold
6,725
– – 0.01% 408
2023
Q1 		$295K Sell
6,725
-16,684
-71% -$747K 0.01% 404
2022
Q4 		$995K Sell
23,409
-12,489
-35% -$530K 0.04% 217
2022
Q3 		$1.38M Buy
+35,898
New +$1.52M 0.06% 184

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 $445B AUM 25.58% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's SPMD Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 2.1% in Q1 2024, buying an estimated $6.76K and bringing the position to 6,680 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #398.

Wilbanks Smith & Thomas Asset Management first reported a position in SPMD in Q3 2022 and has held it in 7 quarters since. The position peaked at $1.38M in Q3 2022. 567 funds tracked by Wall St. Rank hold SPMD as of Q1 2024.

  • Wilbanks Smith & Thomas Asset Management held 6,680 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $356K as of Q1 2024.
  • Wilbanks Smith & Thomas Asset Management bought 136 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2024, an estimated $6.76K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #398 holding.
  • Wilbanks Smith & Thomas Asset Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2022 and has held it in 7 quarters since.
  • Wilbanks Smith & Thomas Asset Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.38M in Q3 2022.
  • 567 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.