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

TimeScale Financial’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
Q1 		– Sell
-355
Closed -$13.7K – 663
2022
Q4 		$13.7K Buy
355
+1
+0.3% +$42 ﹤0.01% 257
2022
Q3 		$14K Buy
+354
New +$15K ﹤0.01% 256
2019
Q4 		– Sell
-1,100
Closed -$37K – 546
2019
Q3 		$37K Hold
1,100
– – 0.01% 211
2019
Q2 		$37K Buy
+1,100
New +$37K 0.01% 215

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
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TimeScale Financial's SPMD Position: Q1 2023 in Review

TimeScale Financial sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2023, closing a stake of 355 shares — an estimated $13.7K sold.

TimeScale Financial first reported a position in SPMD in Q2 2019 and held it in 4 quarters. The position peaked at $37K in Q3 2019. 434 funds tracked by Wall St. Rank hold SPMD as of Q1 2023.

  • TimeScale Financial reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2023 after selling out during the quarter.
  • TimeScale Financial sold 355 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2023, an estimated $13.7K.
  • TimeScale Financial first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2019 and held it in 4 quarters.
  • TimeScale Financial's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $37K in Q3 2019.
  • 434 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2023.

Based on TimeScale Financial's 13F filing for Q1 2023, filed 24 Apr 2023.