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

WR Wealth Planners’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 Q4	$20.2K	Sell	369 -346	-48%	-$19.5K	0.01%	456
2024 Q3	$39.1K	Buy	715 +108	+18%	+$5.71K	0.01%	374
2024 Q2	$31.1K	Buy	607 +261	+75%	+$13.5K	0.01%	385
2024 Q1	$18.4K	Buy	+346	New	+$17.2K	0.01%	468
2023 Q4	–	Sell	-346	Closed	-$15.1K	–	762
2023 Q3	$15.1K	Buy	+346	New	+$15.9K	0.01%	472

Other funds holding SPMD

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's SPMD Position: Q4 2024 in Review

WR Wealth Planners reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 48% in Q4 2024, selling an estimated $19.5K and leaving 369 shares worth $20.2K. The position accounts for 0.01% of the portfolio, ranked #456.

WR Wealth Planners first reported a position in SPMD in Q3 2023 and has held it in 5 quarters since. The position peaked at $39.1K in Q3 2024. 683 funds tracked by Wall St. Rank hold SPMD as of Q4 2024.

WR Wealth Planners held 369 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $20.2K as of Q4 2024.
WR Wealth Planners sold 346 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2024, an estimated $19.5K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #456 holding.
WR Wealth Planners first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2023 and has held it in 5 quarters since.
WR Wealth Planners's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $39.1K in Q3 2024.
683 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.