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

Win Advisors’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
Q2 		– Sell
-96
Closed -$5K – 209
2022
Q1 		$5K Buy
+96
New +$4.49K ﹤0.01% 153

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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Win Advisors's SPMD Position: Q2 2022 in Review

Win Advisors sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2022, closing a stake of 96 shares — an estimated $5K sold.

Win Advisors first reported a position in SPMD in Q1 2022 and held it in 1 quarter. The position peaked at $5K in Q1 2022. 374 funds tracked by Wall St. Rank hold SPMD as of Q2 2022.

  • Win Advisors reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2022 after selling out during the quarter.
  • Win Advisors sold 96 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2022, an estimated $5K.
  • Win Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2022 and held it in 1 quarter.
  • Win Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $5K in Q1 2022.
  • 374 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2022.

Based on Win Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.