Lincoln National Corp’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Lincoln National Corp’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 Q2	–	Sell	-54,333	Closed	-$2.9M	–	986
2024 Q1	$2.9M	Buy	54,333 +16,678	+44%	+$829K	0.05%	254
2023 Q4	$1.83M	Buy	37,655 +7,673	+26%	+$342K	0.03%	306
2023 Q3	$1.31M	Buy	29,982 +3,241	+12%	+$149K	0.03%	344
2023 Q2	$1.23M	Buy	26,741 +10,732	+67%	+$469K	0.02%	360
2023 Q1	$703K	Buy	16,009 +1,625	+11%	+$72.7K	0.01%	476
2022 Q4	$611K	Buy	+14,384	New	+$611K	0.01%	477
2020 Q1	–	Sell	-7,089	Closed	-$257K	–	665
2019 Q4	$257K	Sell	7,089 -98	-1%	-$3.42K	0.01%	536
2019 Q3	$244K	Buy	7,187 +98	+1%	+$3.3K	0.01%	501
2019 Q2	$242K	Hold	7,089	–	–	0.01%	480
2019 Q1	$236K	Sell	7,089 -595	-8%	-$19.4K	0.01%	450
2018 Q4	$226K	Sell	7,684 -3,173	-29%	-$103K	0.01%	418
2018 Q3	$392K	Hold	10,857	–	–	0.01%	306
2018 Q2	$379K	Buy	10,857 +1,957	+22%	+$67.3K	0.01%	318
2018 Q1	$295K	Buy	+8,900	New	+$300K	0.01%	371

Other funds holding SPMD

Creative Planning

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

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

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return