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

Laidlaw Wealth 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
2023 Q3	–	Sell	-14,425	Closed	-$662K	–	362
2023 Q2	$662K	Sell	14,425 -342	-2%	-$14.9K	0.13%	175
2023 Q1	$649K	Buy	14,767 +2,500	+20%	+$112K	0.13%	172
2022 Q4	$521K	Sell	12,267 -1,426	-10%	-$60.5K	0.11%	191
2022 Q3	$528K	Buy	13,693 +1,221	+10%	+$51.8K	0.12%	172
2022 Q2	$495K	Buy	12,472 +58	+0.5%	+$2.52K	0.1%	197
2022 Q1	$585K	Buy	12,414 +119	+1%	+$5.57K	0.1%	199
2021 Q4	$612K	Buy	12,295 +647	+6%	+$31.6K	0.1%	196
2021 Q3	$538K	Buy	11,648 +4,866	+72%	+$230K	0.14%	145
2021 Q2	$320K	Buy	+6,782	New	+$322K	0.08%	192

Other funds holding SPMD

Creative Planning

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

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

Carson Wealth (CWM LLC)

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

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return

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