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

HRT Financial’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 Q4	–	Sell	-43,849	Closed	-$1.92M	–	3029
2023 Q3	$1.92M	Buy	+43,849	New	+$2.02M	0.02%	633
2022 Q3	–	Sell	-45,129	Closed	-$1.79M	–	3466
2022 Q2	$1.79M	Buy	45,129 +40,810	+945%	+$1.77M	0.02%	620
2022 Q1	$203K	Sell	4,319 -13,228	-75%	-$619K	﹤0.01%	2481
2021 Q4	$872K	Sell	17,547 -3,769	-18%	-$184K	0.01%	1248
2021 Q3	$983K	Buy	+21,316	New	+$1.01M	0.01%	1345
2021 Q2	–	Sell	-40,907	Closed	-$1.87M	–	3485
2021 Q1	$1.87M	Buy	+40,907	New	+$1.8M	0.02%	659
2020 Q3	–	Sell	-99,254	Closed	-$3.1M	–	2310
2020 Q2	$3.1M	Buy	+99,254	New	+$2.9M	0.09%	233

Other funds holding SPMD

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

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

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

SPWG

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

HRT Financial's SPMD Position: Q4 2023 in Review

HRT Financial sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2023, closing a stake of 43,849 shares — an estimated $1.92M sold.

HRT Financial first reported a position in SPMD in Q2 2020 and held it in 7 quarters. The position peaked at $3.1M in Q2 2020. 548 funds tracked by Wall St. Rank hold SPMD as of Q4 2023.

HRT Financial reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2023 after selling out during the quarter.
HRT Financial sold 43,849 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2023, an estimated $1.92M.
HRT Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2020 and held it in 7 quarters.
HRT Financial's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $3.1M in Q2 2020.
548 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2023.

Based on HRT Financial's 13F filing for Q4 2023, filed 9 Feb 2024.