ZCM
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Ziegler Capital Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Ziegler Capital Management’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
Q1 		$660K Buy
12,375
+29
+0.2% +$1.44K 0.03% 327
2023
Q4 		$601K Buy
12,346
+54
+0.4% +$2.41K 0.03% 342
2023
Q3 		$538K Buy
+12,292
New +$565K 0.02% 339

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ziegler Capital Management's SPMD Position: Q1 2024 in Review

Ziegler Capital Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 0.23% in Q1 2024, buying an estimated $1.44K and bringing the position to 12,375 shares worth $660K. The position accounts for 0.03% of the portfolio, ranked #327.

Ziegler Capital Management first reported a position in SPMD in Q3 2023 and has held it in 3 quarters since. 567 funds tracked by Wall St. Rank hold SPMD as of Q1 2024.

  • Ziegler Capital Management held 12,375 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $660K as of Q1 2024.
  • Ziegler Capital Management bought 29 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2024, an estimated $1.44K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.03% of Ziegler Capital Management's portfolio in Q1 2024, its #327 holding.
  • Ziegler Capital Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2023 and has held it in 3 quarters since.
  • 567 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2024.

Based on Ziegler Capital Management's 13F filing for Q1 2024, filed 15 May 2024.