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

Accurate Investment Solutions’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
2020 Q2	–	Sell	-938	Closed	-$24K	–	335
2020 Q1	$24K	Sell	938 -344	-27%	-$11.3K	0.02%	236
2019 Q4	$46K	Buy	1,282 +352	+38%	+$12.3K	0.03%	180
2019 Q3	$32K	Hold	930	–	–	0.02%	147
2019 Q2	$32K	Hold	930	–	–	0.02%	139
2019 Q1	$31K	Buy	+930	New	+$30.4K	0.02%	140
2018 Q4	–	Sell	-930	Closed	-$34K	–	379
2018 Q3	$34K	Hold	930	–	–	0.02%	145
2018 Q2	$32K	Sell	930 -120,132	-99%	-$4.13M	0.02%	176
2018 Q1	$4.01M	Buy	+121,062	New	+$4.08M	3.04%	8

Other funds holding SPMD

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Accurate Investment Solutions's SPMD Position: Q2 2020 in Review

Accurate Investment Solutions sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2020, closing a stake of 938 shares — an estimated $24K sold.

Accurate Investment Solutions first reported a position in SPMD in Q1 2018 and held it in 8 quarters. The position peaked at $4.01M in Q1 2018. 226 funds tracked by Wall St. Rank hold SPMD as of Q2 2020.

Accurate Investment Solutions reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2020 after selling out during the quarter.
Accurate Investment Solutions sold 938 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2020, an estimated $24K.
Accurate Investment Solutions first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2018 and held it in 8 quarters.
Accurate Investment Solutions's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $4.01M in Q1 2018.
226 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.