CCM
SPMD icon

Crabel Capital Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Crabel Capital Management’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
Q1 		– Sell
-6,694
Closed -$326K – 110
2023
Q4 		$326K Buy
+6,694
New +$298K 0.15% 93
2023
Q3 		– Sell
-6,710
Closed -$308K – 117
2023
Q2 		$308K Buy
+6,710
New +$293K 0.13% 82

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
AG
AlTi Global New York $4.6B AUM 22.54% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Crabel Capital Management's SPMD Position: Q1 2024 in Review

Crabel Capital Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2024, closing a stake of 6,694 shares — an estimated $326K sold.

Crabel Capital Management first reported a position in SPMD in Q2 2023 and held it in 2 quarters. The position peaked at $326K in Q4 2023. 567 funds tracked by Wall St. Rank hold SPMD as of Q1 2024.

  • Crabel Capital Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Crabel Capital Management sold 6,694 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2024, an estimated $326K.
  • Crabel Capital Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2023 and held it in 2 quarters.
  • Crabel Capital Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $326K in Q4 2023.
  • 567 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2024.

Based on Crabel Capital Management's 13F filing for Q1 2024, filed 14 May 2024.