WJWM
SPMD icon

Williams Jones Wealth Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Williams Jones 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
Q1 		– Sell
-16,230
Closed -$791K – 570
2023
Q4 		$791K Hold
16,230
– – 0.01% 276
2023
Q3 		$711K Sell
16,230
-5,798
-26% -$267K 0.01% 289
2023
Q2 		$1.01M Hold
22,028
– – 0.02% 259
2023
Q1 		$968K Hold
22,028
– – 0.02% 283
2022
Q4 		$936K Hold
22,028
– – 0.02% 274
2022
Q3 		$849K Hold
22,028
– – 0.01% 291
2022
Q2 		$874K Hold
22,028
– – 0.01% 289
2022
Q1 		$1.04M Buy
22,028
+5,298
+32% +$248K 0.01% 256
2021
Q4 		$832K Hold
16,730
– – 0.01% 275
2021
Q3 		$772K Hold
16,730
– – 0.01% 272
2021
Q2 		$790K Sell
16,730
-1,000
-6% -$47.5K 0.01% 269
2021
Q1 		$811K Buy
17,730
+1,500
+9% +$65.8K 0.01% 261
2020
Q4 		$656K Hold
16,230
– – 0.01% 259
2020
Q3 		$530K Hold
16,230
– – 0.01% 260
2020
Q2 		$507K Hold
16,230
– – 0.01% 260
2020
Q1 		$411K Buy
+16,230
New +$531K 0.01% 253

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LPL Financial
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AG
AlTi Global New York $4.6B AUM 22.54% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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