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

Advantage Investment 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
2019 Q3	$131K	Buy	3,878 +206	+6%	+$6.94K	0.1%	197
2019 Q2	$125K	Buy	3,672 +2,174	+145%	+$73.2K	0.1%	207
2019 Q1	$50K	Buy	1,498 +1,297	+645%	+$42.4K	0.04%	347
2018 Q4	$6K	Buy	201 +59	+42%	+$1.92K	﹤0.01%	768
2018 Q3	$5K	Buy	142 +84	+145%	+$3.04K	﹤0.01%	853
2018 Q2	$2K	Buy	+58	New	+$2K	﹤0.01%	879
2018 Q1	–	Sell	-314	Closed	-$10K	–	1055
2017 Q4	$10K	Buy	+314	New	+$10.3K	﹤0.01%	696

Other funds holding SPMD

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

WFPG

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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Advantage Investment Management's SPMD Position: Q3 2019 in Review

Advantage Investment Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 5.6% in Q3 2019, buying an estimated $6.94K and bringing the position to 3,878 shares worth $131K. The position accounts for 0.1% of the portfolio, ranked #197.

Advantage Investment Management first reported a position in SPMD in Q4 2017 and has held it in 7 quarters since. 218 funds tracked by Wall St. Rank hold SPMD as of Q3 2019.

Advantage Investment Management held 3,878 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $131K as of Q3 2019.
Advantage Investment Management bought 206 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2019, an estimated $6.94K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.1% of Advantage Investment Management's portfolio in Q3 2019, its #197 holding.
Advantage Investment Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2017 and has held it in 7 quarters since.
218 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.