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

Alexandria Capital’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
2021 Q3	$8.33M	Buy	180,439 +3,159	+2%	+$149K	0.77%	43
2021 Q2	$8.37M	Sell	177,280 -939	-0.5%	-$44.6K	0.78%	45
2021 Q1	$8.15M	Buy	178,219 +2,051	+1%	+$90K	0.82%	40
2020 Q4	$7.12M	Buy	176,168 +7,871	+5%	+$292K	0.75%	46
2020 Q3	$5.49M	Buy	168,297 +17,356	+11%	+$570K	0.66%	48
2020 Q2	$4.72M	Buy	150,941 +57,111	+61%	+$1.67M	0.61%	55
2020 Q1	$2.38M	Buy	93,830 +61,504	+190%	+$2.01M	0.39%	82
2019 Q4	$1.17M	Buy	32,326 +9,702	+43%	+$338K	0.16%	128
2019 Q3	$767K	Buy	22,624 +4,949	+28%	+$167K	0.11%	146
2019 Q2	$602K	Buy	17,675 +6,779	+62%	+$228K	0.09%	166
2019 Q1	$363K	Buy	10,896 +3,169	+41%	+$104K	0.05%	208
2018 Q4	$227K	Buy	+7,727	New	+$252K	0.04%	233

Other funds holding SPMD

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

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

WFPG

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Alexandria Capital's SPMD Position: Q3 2021 in Review

Alexandria Capital increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 1.8% in Q3 2021, buying an estimated $149K and bringing the position to 180,439 shares worth $8.33M. The position accounts for 0.77% of the portfolio, ranked #43.

Alexandria Capital first reported a position in SPMD in Q4 2018 and has held it in 12 quarters since. The position peaked at $8.37M in Q2 2021. 325 funds tracked by Wall St. Rank hold SPMD as of Q3 2021.

Alexandria Capital held 180,439 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $8.33M as of Q3 2021.
Alexandria Capital bought 3,159 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2021, an estimated $149K.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.77% of Alexandria Capital's portfolio in Q3 2021, its #43 holding.
Alexandria Capital first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2018 and has held it in 12 quarters since.
Alexandria Capital's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $8.37M in Q2 2021.
325 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2021.

Based on Alexandria Capital's 13F filing for Q3 2021, filed 2 Dec 2021.