Marshall Wace
SPMD icon

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

Marshall Wace’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
Q3 		– Sell
-4,107
Closed -$211K – 2933
2024
Q2 		$211K Buy
+4,107
New +$212K ﹤0.01% 2280

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
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
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace's SPMD Position: Q3 2024 in Review

Marshall Wace sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2024, closing a stake of 4,107 shares — an estimated $211K sold.

Marshall Wace first reported a position in SPMD in Q2 2024 and held it in 1 quarter. The position peaked at $211K in Q2 2024. 622 funds tracked by Wall St. Rank hold SPMD as of Q3 2024.

  • Marshall Wace reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Marshall Wace sold 4,107 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2024, an estimated $211K.
  • Marshall Wace first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2024 and held it in 1 quarter.
  • Marshall Wace's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $211K in Q2 2024.
  • 622 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2024.

Based on Marshall Wace's 13F filing for Q3 2024, filed 14 Nov 2024.