SG Americas Securities’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

SG Americas Securities’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
2022 Q1	–	Sell	-26,200	Closed	-$1.3M	–	3397
2021 Q4	$1.3M	Buy	+26,200	New	+$1.28M	0.01%	1445
2018 Q1	–	Sell	-39,176	Closed	-$1.31M	–	3526
2017 Q4	$1.31M	Sell	39,176 -2,200	-5%	-$72.1K	0.01%	1176
2017 Q3	$1.32M	Hold	41,376	–	–	0.01%	1063
2017 Q2	$1.28M	Hold	41,376	–	–	0.01%	1219
2017 Q1	$1.26M	Hold	41,376	–	–	0.01%	1215
2016 Q4	$1.22M	Hold	41,376	–	–	0.01%	1185
2016 Q3	$1.14M	Buy	41,376 +10,215	+33%	+$278K	0.01%	1076
2016 Q2	$807K	Buy	+31,161	New	+$800K	0.01%	1437

Other funds holding SPMD

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SG Americas Securities's SPMD Position: Q1 2022 in Review

SG Americas Securities sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2022, closing a stake of 26,200 shares — an estimated $1.3M sold.

SG Americas Securities first reported a position in SPMD in Q2 2016 and held it in 8 quarters. The position peaked at $1.32M in Q3 2017. 394 funds tracked by Wall St. Rank hold SPMD as of Q1 2022.

SG Americas Securities reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2022 after selling out during the quarter.
SG Americas Securities sold 26,200 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2022, an estimated $1.3M.
SG Americas Securities first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2016 and held it in 8 quarters.
SG Americas Securities's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.32M in Q3 2017.
394 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2022.

Based on SG Americas Securities's 13F filing for Q1 2022, filed 29 Apr 2022.