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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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Matthew Hamilton Rosenberg's SPMD Position: Q4 2023 in Review

Matthew Hamilton Rosenberg sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2023, closing a stake of 515 shares — an estimated $22.6K sold.

Matthew Hamilton Rosenberg first reported a position in SPMD in Q2 2020 and held it in 12 quarters. The position peaked at $23.6K in Q2 2023. 549 funds tracked by Wall St. Rank hold SPMD as of Q4 2023.

  • Matthew Hamilton Rosenberg reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 515 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2023, an estimated $22.6K.
  • Matthew Hamilton Rosenberg first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2020 and held it in 12 quarters.
  • Matthew Hamilton Rosenberg's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $23.6K in Q2 2023.
  • 549 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2023.

Based on Matthew Hamilton Rosenberg's 13F filing for Q4 2023, filed 16 Jan 2024.