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

Ladenburg Thalmann Financial Services’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
2019 Q4	$4.95M	Buy	143,816 +16,607	+13%	+$579K	0.03%	485
2019 Q3	$4.31M	Buy	127,209 +79,557	+167%	+$2.68M	0.03%	512
2019 Q2	$1.62M	Buy	47,652 +15,562	+48%	+$524K	0.01%	907
2019 Q1	$1.07M	Buy	32,090 +9,350	+41%	+$306K	0.01%	1143
2018 Q4	$669K	Sell	22,740 -1,640	-7%	-$53.4K	0.01%	1326
2018 Q3	$882K	Buy	24,380 +22,059	+950%	+$798K	0.01%	1208
2018 Q2	$77K	Hold	2,321	–	–	﹤0.01%	2940
2018 Q1	$77K	Buy	2,321 +887	+62%	+$29.9K	﹤0.01%	2940
2017 Q4	$48K	Buy	1,434 +1,344	+1,493%	+$44.1K	﹤0.01%	3247
2017 Q3	$3K	Buy	+90	New	+$2.77K	﹤0.01%	4585
2014 Q1	–	Sell	-1,050	Closed	-$29K	–	3840
2013 Q4	$29K	Buy	+1,050	New	+$30K	﹤0.01%	2298

Other funds holding SPMD

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

MWPCG

Measured Wealth Private Client Group Portsmouth, New Hampshire $366M AUM 21.68% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Ladenburg Thalmann Financial Services's SPMD Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 13% in Q4 2019, buying an estimated $579K and bringing the position to 143,816 shares worth $4.95M. The position accounts for 0.03% of the portfolio, ranked #485.

Ladenburg Thalmann Financial Services first reported a position in SPMD in Q4 2013 and has held it in 11 quarters since. 251 funds tracked by Wall St. Rank hold SPMD as of Q4 2019.

Ladenburg Thalmann Financial Services held 143,816 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $4.95M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 16,607 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2019, an estimated $579K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.03% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #485 holding.
Ladenburg Thalmann Financial Services first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2013 and has held it in 11 quarters since.
251 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.