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

Advisor Group’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
Q4 		$828K Buy
22,869
+11,419
+100% +$398K 0.01% 1336
2019
Q3 		$388K Sell
11,450
-1,906
-14% -$64.2K ﹤0.01% 1797
2019
Q2 		$455K Buy
13,356
+978
+8% +$32.9K ﹤0.01% 1687
2019
Q1 		$413K Buy
12,378
+2,578
+26% +$84.3K ﹤0.01% 1729
2018
Q4 		$289K Buy
9,800
+7,177
+274% +$234K ﹤0.01% 1811
2018
Q3 		$95K Buy
2,623
+1,828
+230% +$66.1K ﹤0.01% 2795
2018
Q2 		$27K Hold
795
– – ﹤0.01% 3527
2018
Q1 		$26K Sell
795
-9,085
-92% -$306K ﹤0.01% 3526
2017
Q4 		$330K Buy
9,880
+9,580
+3,193% +$314K ﹤0.01% 1622
2017
Q3 		$10K Hold
300
– – ﹤0.01% 3972
2017
Q2 		$9K Hold
300
– – ﹤0.01% 3993
2017
Q1 		$9K Hold
300
– – ﹤0.01% 3848
2016
Q4 		$9K Hold
300
– – ﹤0.01% 3674
2016
Q3 		$8K Hold
300
– – ﹤0.01% 3695
2016
Q2 		$7K Buy
+300
New +$7.71K ﹤0.01% 3645

Other funds holding SPMD

Creative Planning
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
WA
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
MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
MWPCG
Measured Wealth Private Client Group Portsmouth, New Hampshire $366M AUM 21.68% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Advisor Group's SPMD Position: Q4 2019 in Review

Advisor Group increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 100% in Q4 2019, buying an estimated $398K and bringing the position to 22,869 shares worth $828K. The position accounts for 0.01% of the portfolio, ranked #1336.

Advisor Group first reported a position in SPMD in Q2 2016 and has held it in 15 quarters since. 251 funds tracked by Wall St. Rank hold SPMD as of Q4 2019.

  • Advisor Group held 22,869 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $828K as of Q4 2019.
  • Advisor Group bought 11,419 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2019, an estimated $398K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1336 holding.
  • Advisor Group first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2016 and has held it in 15 quarters since.
  • 251 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.