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

SpiderRock Advisors’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	$635K	Buy	+11,608	New	+$614K	0.01%	572

Other funds holding SPMD

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

Betterment LLC New York $52.8B AUM 15.34% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

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

SpiderRock Advisors's SPMD Position: Q3 2024 in Review

SpiderRock Advisors opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2024: 11,608 shares worth $635K. The stake represents 0.01% of the portfolio and ranks #572 among its holdings.

622 funds tracked by Wall St. Rank hold SPMD as of Q3 2024.

SpiderRock Advisors held 11,608 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $635K as of Q3 2024.
State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new SpiderRock Advisors position in Q3 2024.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #572 holding.
622 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.