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

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

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

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

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

SPWG

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

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

Laidlaw Wealth Management's SPMD Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2023, closing a stake of 14,425 shares — an estimated $662K sold.

Laidlaw Wealth Management first reported a position in SPMD in Q2 2021 and held it in 9 quarters. The position peaked at $662K in Q2 2023. 483 funds tracked by Wall St. Rank hold SPMD as of Q3 2023.

Laidlaw Wealth Management reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2023 after selling out during the quarter.
Laidlaw Wealth Management sold 14,425 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2023, an estimated $662K.
Laidlaw Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2021 and held it in 9 quarters.
Laidlaw Wealth Management's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $662K in Q2 2023.
483 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.