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

Tiedemann 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
2023 Q3	$252M	Sell	5,749,413 -42,626	-0.7%	-$1.96M	10.8%	3
2023 Q2	$266M	Sell	5,792,039 -205,737	-3%	-$8.99M	11.3%	2
2023 Q1	$264M	Sell	5,997,776 -793,914	-12%	-$35.5M	11.97%	1
2022 Q4	$289M	Sell	6,791,690 -43,457	-0.6%	-$1.84M	13.83%	1
2022 Q3	$264M	Sell	6,835,147 -75,596	-1%	-$3.21M	15.98%	1
2022 Q2	$274M	Buy	6,910,743 +408,008	+6%	+$17.7M	20.64%	1
2022 Q1	$307M	Sell	6,502,735 -199,948	-3%	-$9.35M	15.58%	1
2021 Q4	$333M	Sell	6,702,683 -280,070	-4%	-$13.7M	16.25%	1
2021 Q3	$322M	Sell	6,982,753 -611,362	-8%	-$28.9M	17.17%	1
2021 Q2	$359M	Sell	7,594,115 -66,062	-0.9%	-$3.14M	14.36%	1
2021 Q1	$351M	Buy	7,660,177 +120,375	+2%	+$5.28M	15.35%	1
2020 Q4	$305M	Sell	7,539,802 -30,387	-0.4%	-$1.13M	14.74%	1
2020 Q3	$247M	Buy	7,570,189 +20,443	+0.3%	+$672K	11.93%	1
2020 Q2	$236M	Buy	7,549,746 +2,819,229	+60%	+$82.4M	12.54%	1
2020 Q1	$120M	Buy	+4,730,517	New	+$155M	7.76%	1

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

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

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

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

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

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

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

Tiedemann Advisors's SPMD Position: Q3 2023 in Review

Tiedemann Advisors reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.74% in Q3 2023, selling an estimated $1.96M and leaving 5,749,413 shares worth $252M. The position accounts for 10.8% of the portfolio, ranked #3.

Tiedemann Advisors first reported a position in SPMD in Q1 2020 and has held it in 15 quarters since. The position peaked at $359M in Q2 2021. 484 funds tracked by Wall St. Rank hold SPMD as of Q3 2023.

Tiedemann Advisors held 5,749,413 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $252M as of Q3 2023.
Tiedemann Advisors sold 42,626 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2023, an estimated $1.96M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 10.8% of Tiedemann Advisors's portfolio in Q3 2023, its #3 holding.
Tiedemann Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2020 and has held it in 15 quarters since.
Tiedemann Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $359M in Q2 2021.
484 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.