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Segall Bryant & Hamill’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Segall Bryant & Hamill’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
-5,911
Closed -$271K – 672
2023
Q2 		$271K Buy
5,911
+1
+0% +$44 ﹤0.01% 651
2023
Q1 		$259K Sell
5,910
-140
-2% -$6.27K ﹤0.01% 659
2022
Q4 		$257K Sell
6,050
-490
-7% -$20.8K ﹤0.01% 671
2022
Q3 		$252K Buy
6,540
+1,190
+22% +$50.5K ﹤0.01% 677
2022
Q2 		$212K Hold
5,350
– – ﹤0.01% 705
2022
Q1 		$252K Buy
+5,350
New +$250K ﹤0.01% 704
2021
Q4 		– Sell
-5,350
Closed -$247K – 732
2021
Q3 		$247K Hold
5,350
– – ﹤0.01% 731
2021
Q2 		$252K Hold
5,350
– – ﹤0.01% 714
2021
Q1 		$244K Hold
5,350
– – ﹤0.01% 762
2020
Q4 		$216K Buy
+5,350
New +$198K ﹤0.01% 699
2020
Q1 		– Sell
-5,931
Closed -$215K – 837
2019
Q4 		$215K Sell
5,931
-750
-11% -$26.1K ﹤0.01% 785
2019
Q3 		$226K Hold
6,681
– – ﹤0.01% 777
2019
Q2 		$228K Sell
6,681
-3,432
-34% -$116K ﹤0.01% 771
2019
Q1 		$337K Buy
+10,113
New +$331K 0.01% 719
2018
Q4 		– Sell
-6,681
Closed -$242K – 877
2018
Q3 		$242K Hold
6,681
– – ﹤0.01% 795
2018
Q2 		$233K Hold
6,681
– – ﹤0.01% 801
2018
Q1 		$222K Hold
6,681
– – 0.01% 573
2017
Q4 		$223K Buy
6,681
+381
+6% +$12.5K ﹤0.01% 545
2017
Q3 		$201K Buy
+6,300
New +$194K ﹤0.01% 551
2013
Q4 		– Sell
-8,850
Closed -$246K – 589
2013
Q3 		$246K Sell
8,850
-2,100
-19% -$56.7K 0.01% 529
2013
Q2 		$278K Buy
+10,950
New +$278K 0.01% 486

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

Segall Bryant & Hamill's SPMD Position: Q3 2023 in Review

Segall Bryant & Hamill sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2023, closing a stake of 5,911 shares — an estimated $271K sold.

Segall Bryant & Hamill first reported a position in SPMD in Q2 2013 and held it in 21 quarters. The position peaked at $337K in Q1 2019. 483 funds tracked by Wall St. Rank hold SPMD as of Q3 2023.

  • Segall Bryant & Hamill reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Segall Bryant & Hamill sold 5,911 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2023, an estimated $271K.
  • Segall Bryant & Hamill first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2013 and held it in 21 quarters.
  • Segall Bryant & Hamill's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $337K in Q1 2019.
  • 483 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2023.

Based on Segall Bryant & Hamill's 13F filing for Q3 2023, filed 9 Nov 2023.