CHA
SPMD icon

Carmichael Hill & Associates’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Carmichael Hill & Associates’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
Q3 		$84.5K Hold
1,546
– – 0.03% 283
2024
Q2 		$79.3K Buy
1,546
+141
+10% +$7.28K 0.03% 271
2024
Q1 		$74.9K Hold
1,405
– – 0.03% 287
2023
Q4 		$68.5K Hold
1,405
– – 0.03% 303
2023
Q3 		$61.5K Buy
+1,405
New +$64.6K 0.03% 296

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carmichael Hill & Associates's SPMD Position: Q3 2024 in Review

Carmichael Hill & Associates held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q3 2024 at 1,546 shares worth $84.5K. The position accounts for 0.03% of the portfolio, ranked #283.

Carmichael Hill & Associates first reported a position in SPMD in Q3 2023 and has held it in 5 quarters since. 622 funds tracked by Wall St. Rank hold SPMD as of Q3 2024.

  • Carmichael Hill & Associates held 1,546 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $84.5K as of Q3 2024.
  • Carmichael Hill & Associates left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q3 2024.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.03% of Carmichael Hill & Associates's portfolio in Q3 2024, its #283 holding.
  • Carmichael Hill & Associates 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.
  • 622 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.