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

Israel Englander’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
2024 Q3	–	Sell	-17,483	Closed	-$897K	–	6455
2024 Q2	$897K	Buy	+17,483	New	+$902K	﹤0.01%	4173
2022 Q3	–	Sell	-11,734	Closed	-$466K	–	7466
2022 Q2	$466K	Buy	+11,734	New	+$509K	﹤0.01%	5007
2022 Q1	–	Sell	-8,027	Closed	-$399K	–	7449
2021 Q4	$399K	Sell	8,027 -7,506	-48%	-$367K	﹤0.01%	5260
2021 Q3	$717K	Buy	+15,533	New	+$733K	﹤0.01%	5000
2020 Q4	–	Sell	-6,150	Closed	-$201	–	5558
2020 Q3	$201	Buy	+6,150	New	+$202K	﹤0.01%	4063

Other funds holding SPMD

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Israel Englander's SPMD Position: Q3 2024 in Review

Israel Englander sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2024, closing a stake of 17,483 shares — an estimated $897K sold.

Israel Englander first reported a position in SPMD in Q3 2020 and held it in 5 quarters. The position peaked at $897K in Q2 2024. 622 funds tracked by Wall St. Rank hold SPMD as of Q3 2024.

Israel Englander reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2024 after selling out during the quarter.
Israel Englander sold 17,483 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2024, an estimated $897K.
Israel Englander first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2020 and held it in 5 quarters.
Israel Englander's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $897K in Q2 2024.
622 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2024.

Based on Millennium Management's 13F filing for Q3 2024, filed 14 Nov 2024.