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

First Horizon Advisors’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
2023 Q3	–	Sell	-500	Closed	-$22.9K	–	2499
2023 Q2	$22.9K	Buy	+500	New	+$21.8K	﹤0.01%	1213
2022 Q1	–	Sell	-278	Closed	-$13K	–	2240
2021 Q4	$13K	Buy	+278	New	+$13.6K	﹤0.01%	1442
2019 Q4	–	Sell	-400	Closed	-$14K	–	1585
2019 Q3	$14K	Buy	+400	New	+$13.5K	﹤0.01%	984
2019 Q1	–	Sell	-994	Closed	-$29K	–	1644
2018 Q4	$29K	Buy	+994	New	+$32.4K	﹤0.01%	657

Other funds holding SPMD

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

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

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

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

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

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

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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

First Horizon Advisors's SPMD Position: Q3 2023 in Review

First Horizon Advisors sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2023, closing a stake of 500 shares — an estimated $22.9K sold.

First Horizon Advisors first reported a position in SPMD in Q4 2018 and held it in 4 quarters. The position peaked at $29K in Q4 2018. 484 funds tracked by Wall St. Rank hold SPMD as of Q3 2023.

First Horizon Advisors reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2023 after selling out during the quarter.
First Horizon Advisors sold 500 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2023, an estimated $22.9K.
First Horizon Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2018 and held it in 4 quarters.
First Horizon Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $29K in Q4 2018.
484 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2023.

Based on First Horizon Advisors's 13F filing for Q3 2023, filed 27 Oct 2023.