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Bank Hapoalim BM’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Bank Hapoalim BM’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
Q1 		– Sell
-163,000
Closed -$8.11M – 241
2021
Q4 		$8.11M Hold
163,000
– – 0.81% 38
2021
Q3 		$7.52M Buy
163,000
+137,914
+550% +$6.51M 0.79% 44
2021
Q2 		$7.7M Sell
25,086
-287,914
-92% -$13.7M 0.87% 38
2021
Q1 		$14.3M Buy
+313,000
New +$13.7M 1.82% 14

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 $8.42B AUM 14.36% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank Hapoalim BM's SPMD Position: Q1 2022 in Review

Bank Hapoalim BM sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2022, closing a stake of 163,000 shares — an estimated $8.11M sold.

Bank Hapoalim BM first reported a position in SPMD in Q1 2021 and held it in 4 quarters. The position peaked at $14.3M in Q1 2021. 394 funds tracked by Wall St. Rank hold SPMD as of Q1 2022.

  • Bank Hapoalim BM reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Bank Hapoalim BM sold 163,000 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2022, an estimated $8.11M.
  • Bank Hapoalim BM first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2021 and held it in 4 quarters.
  • Bank Hapoalim BM's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $14.3M in Q1 2021.
  • 394 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2022.

Based on Bank Hapoalim BM's 13F filing for Q1 2022, filed 28 Apr 2022.