Matthew Hamilton Rosenberg’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Matthew Hamilton Rosenberg’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 Q4	–	Sell	-515	Closed	-$22.6K	–	958
2023 Q3	$22.6K	Hold	515	–	–	0.01%	517
2023 Q2	$23.6K	Hold	515	–	–	0.01%	523
2023 Q1	$22.6K	Hold	515	–	–	0.01%	571
2022 Q4	$21.9K	Hold	515	–	–	0.01%	564
2022 Q3	$20K	Hold	515	–	–	0.01%	564
2022 Q2	$21K	Buy	515 +150	+41%	+$6.51K	0.01%	570
2022 Q1	$17K	Buy	365 +215	+143%	+$10.1K	0.01%	577
2021 Q4	$7K	Buy	+150	New	+$7.33K	﹤0.01%	630
2021 Q3	–	Sell	-150	Closed	-$7K	–	696
2021 Q2	$7K	Buy	+150	New	+$7.12K	﹤0.01%	537
2021 Q1	–	Sell	-150	Closed	-$6K	–	561
2020 Q4	$6K	Hold	150	–	–	﹤0.01%	505
2020 Q3	$5K	Hold	150	–	–	﹤0.01%	497
2020 Q2	$5K	Buy	+150	New	+$4.38K	﹤0.01%	519

Other funds holding SPMD

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Financial Gravity Asset Management Lakeway, Texas $562M AUM

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

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

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