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

Veritable’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
-148,381
Closed -$6.81M – 689
2023
Q2 		$6.81M Sell
148,381
-3,850
-3% -$168K 0.11% 98
2023
Q1 		$6.69M Sell
152,231
-1,665
-1% -$74.5K 0.11% 97
2022
Q4 		$6.54M Sell
153,896
-20,605
-12% -$875K 0.11% 91
2022
Q3 		$6.73M Buy
174,501
+10,130
+6% +$430K 0.13% 86
2022
Q2 		$6.52M Sell
164,371
-32,452
-16% -$1.41M 0.12% 94
2022
Q1 		$9.28M Buy
196,823
+36,265
+23% +$1.7M 0.14% 80
2021
Q4 		$7.99M Buy
160,558
+12,478
+8% +$610K 0.12% 93
2021
Q3 		$6.83M Buy
148,080
+20,815
+16% +$983K 0.11% 103
2021
Q2 		$6.01M Buy
127,265
+4,825
+4% +$229K 0.1% 111
2021
Q1 		$5.6M Hold
122,440
– – 0.1% 110
2020
Q4 		$4.95M Hold
122,440
– – 0.09% 118
2020
Q3 		$4M Hold
122,440
– – 0.08% 126
2020
Q2 		$3.83M Sell
122,440
-144,040
-54% -$4.21M 0.08% 123
2020
Q1 		$6.75M Buy
+266,480
New +$8.72M 0.16% 79

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $94.2B AUM 21.24% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
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

Veritable's SPMD Position: Q3 2023 in Review

Veritable sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q3 2023, closing a stake of 148,381 shares — an estimated $6.81M sold.

Veritable first reported a position in SPMD in Q1 2020 and held it in 14 quarters. The position peaked at $9.28M in Q1 2022. 484 funds tracked by Wall St. Rank hold SPMD as of Q3 2023.

  • Veritable reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 148,381 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2023, an estimated $6.81M.
  • Veritable first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2020 and held it in 14 quarters.
  • Veritable's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $9.28M in Q1 2022.
  • 484 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.