First Heartland Consultants’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

First Heartland Consultants’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
2021 Q4	–	Sell	-74,571	Closed	-$3.44M	–	417
2021 Q3	$3.44M	Buy	74,571 +18,880	+34%	+$892K	0.52%	52
2021 Q2	$2.63M	Sell	55,691 -15,436	-22%	-$733K	0.4%	67
2021 Q1	$3.25M	Buy	71,127 +33,845	+91%	+$1.49M	0.52%	52
2020 Q4	$1.51M	Buy	37,282 +18,097	+94%	+$671K	0.25%	81
2020 Q3	$626K	Sell	19,185 -24,934	-57%	-$819K	0.12%	130
2020 Q2	$1.38M	Buy	+44,119	New	+$1.29M	0.27%	80
2013 Q3	–	Sell	-1,194	Closed	-$30K	–	350
2013 Q2	$30K	Buy	+1,194	New	+$30.3K	0.02%	296

Other funds holding SPMD

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

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

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

First Heartland Consultants's SPMD Position: Q4 2021 in Review

First Heartland Consultants sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2021, closing a stake of 74,571 shares — an estimated $3.44M sold.

First Heartland Consultants first reported a position in SPMD in Q2 2013 and held it in 7 quarters. The position peaked at $3.44M in Q3 2021. 386 funds tracked by Wall St. Rank hold SPMD as of Q4 2021.

First Heartland Consultants reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2021 after selling out during the quarter.
First Heartland Consultants sold 74,571 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2021, an estimated $3.44M.
First Heartland Consultants first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2013 and held it in 7 quarters.
First Heartland Consultants's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $3.44M in Q3 2021.
386 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2021.

Based on First Heartland Consultants's 13F filing for Q4 2021, filed 11 Feb 2022.