LF
SPMD icon

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

Lee 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
Q3 		– Sell
-193
Closed -$8.85K – 854
2023
Q2 		$8.85K Buy
193
+1
+0.5% +$44 ﹤0.01% 426
2023
Q1 		$8.43K Sell
192
-43
-18% -$1.93K ﹤0.01% 450
2022
Q4 		$9.98K Buy
235
+1
+0.4% +$42 ﹤0.01% 464
2022
Q3 		$9K Buy
234
+1
+0.4% +$42 ﹤0.01% 463
2022
Q2 		$9K Buy
233
+1
+0.4% +$43 ﹤0.01% 472
2022
Q1 		$11K Buy
232
+1
+0.4% +$47 ﹤0.01% 424
2021
Q4 		$12K Hold
231
– – ﹤0.01% 469
2021
Q3 		$11K Hold
231
– – ﹤0.01% 415
2021
Q2 		$11K Buy
231
+180
+353% +$8.54K ﹤0.01% 397
2021
Q1 		$2K Hold
51
– – ﹤0.01% 460
2020
Q4 		$2K Buy
+51
New +$1.89K ﹤0.01% 449

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $104B AUM 28.3% 1-Year Est. Return
B
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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Lee Financial's SPMD Position: Q3 2023 in Review

Lee Financial sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2023, closing a stake of 193 shares — an estimated $8.85K sold.

Lee Financial first reported a position in SPMD in Q4 2020 and held it in 11 quarters. The position peaked at $12K in Q4 2021. 483 funds tracked by Wall St. Rank hold SPMD as of Q3 2023.

  • Lee Financial reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Lee Financial sold 193 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2023, an estimated $8.85K.
  • Lee Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2020 and held it in 11 quarters.
  • Lee Financial's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $12K in Q4 2021.
  • 483 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2023.

Based on Lee Financial's 13F filing for Q3 2023, filed 9 Nov 2023.