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

Wipfli Financial 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
Q3 		$1.12M Buy
29,034
+11,370
+64% +$482K 0.08% 108
2022
Q2 		$701K Buy
17,664
+1,978
+13% +$85.8K 0.08% 46
2022
Q1 		$740K Buy
+15,686
New +$734K 0.07% 48

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Wipfli Financial Advisors's SPMD Position: Q3 2022 in Review

Wipfli Financial Advisors increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 64% in Q3 2022, buying an estimated $482K and bringing the position to 29,034 shares worth $1.12M. The position accounts for 0.08% of the portfolio, ranked #108.

Wipfli Financial Advisors first reported a position in SPMD in Q1 2022 and has held it in 3 quarters since. 381 funds tracked by Wall St. Rank hold SPMD as of Q3 2022.

  • Wipfli Financial Advisors held 29,034 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $1.12M as of Q3 2022.
  • Wipfli Financial Advisors bought 11,370 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2022, an estimated $482K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.08% of Wipfli Financial Advisors's portfolio in Q3 2022, its #108 holding.
  • Wipfli Financial Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2022 and has held it in 3 quarters since.
  • 381 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.