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

First Manhattan’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	-147	Closed	-$6.75K	–	1565
2023 Q2	$6.75K	Hold	147	–	–	﹤0.01%	1191
2023 Q1	$6.46K	Hold	147	–	–	﹤0.01%	1261
2022 Q4	$6.25K	Hold	147	–	–	﹤0.01%	1339
2022 Q3	$5K	Sell	147 -40	-21%	-$1.7K	﹤0.01%	1318
2022 Q2	$7K	Sell	187 -35	-16%	-$1.52K	﹤0.01%	1289
2022 Q1	$10K	Buy	+222	New	+$10.4K	﹤0.01%	1280

Other funds holding SPMD

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

First Manhattan's SPMD Position: Q3 2023 in Review

First Manhattan sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2023, closing a stake of 147 shares — an estimated $6.75K sold.

First Manhattan first reported a position in SPMD in Q1 2022 and held it in 6 quarters. The position peaked at $10K in Q1 2022. 483 funds tracked by Wall St. Rank hold SPMD as of Q3 2023.

First Manhattan 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 Manhattan sold 147 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2023, an estimated $6.75K.
First Manhattan first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2022 and held it in 6 quarters.
First Manhattan's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $10K in Q1 2022.
483 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2023.

Based on First Manhattan's 13F filing for Q3 2023, filed 14 Nov 2023.