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

Hanlon Investment 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
2022
Q1 		– Sell
-164,839
Closed -$8.2M – 128
2021
Q4 		$8.2M Buy
164,839
+49,178
+43% +$2.4M 1.59% 21
2021
Q3 		$5.34M Sell
115,661
-11,382
-9% -$537K 1.11% 27
2021
Q2 		$6M Sell
127,043
-13,671
-10% -$649K 1.23% 24
2021
Q1 		$6.44M Sell
140,714
-8,393
-6% -$368K 1.41% 25
2020
Q4 		$6.02M Sell
149,107
-27,115
-15% -$1.01M 1.28% 24
2020
Q3 		$5.75M Buy
+176,222
New +$5.79M 1.78% 17
2020
Q1 		– Sell
-225,727
Closed -$8.18M – 103
2019
Q4 		$8.18M Sell
225,727
-14,204
-6% -$495K 1.61% 22
2019
Q3 		$8.13M Sell
239,931
-291,209
-55% -$9.81M 2.06% 17
2019
Q2 		$18.1M Buy
531,140
+490,808
+1,217% +$16.5M 1.29% 22
2019
Q1 		$1.34M Buy
+40,332
New +$1.32M 0.14% 59

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Hanlon Investment Management's SPMD Position: Q1 2022 in Review

Hanlon Investment Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2022, closing a stake of 164,839 shares — an estimated $8.2M sold.

Hanlon Investment Management first reported a position in SPMD in Q1 2019 and held it in 10 quarters. The position peaked at $18.1M in Q2 2019. 394 funds tracked by Wall St. Rank hold SPMD as of Q1 2022.

  • Hanlon Investment Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Hanlon Investment Management sold 164,839 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2022, an estimated $8.2M.
  • Hanlon Investment Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2019 and held it in 10 quarters.
  • Hanlon Investment Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $18.1M in Q2 2019.
  • 394 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2022.

Based on Hanlon Investment Management's 13F filing for Q1 2022, filed 26 Apr 2022.