AIA
SPMD icon

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

Allegis Investment Advisors’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
2018
Q1 		– Sell
-142,402
Closed -$4.75M – 233
2017
Q4 		$4.75M Buy
+142,402
New +$4.67M 1.4% 13

Other funds holding SPMD

SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
SAM
Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return
WAS
Winch Advisory Services Appleton, Wisconsin $438M AUM 17.59% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $320M AUM 21.35% 1-Year Est. Return

Allegis Investment Advisors's SPMD Position: Q1 2018 in Review

Allegis Investment Advisors sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2018, closing a stake of 142,402 shares — an estimated $4.75M sold.

Allegis Investment Advisors first reported a position in SPMD in Q4 2017 and held it in 1 quarter. The position peaked at $4.75M in Q4 2017. 107 funds tracked by Wall St. Rank hold SPMD as of Q1 2018.

  • Allegis Investment Advisors reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2018 after selling out during the quarter.
  • Allegis Investment Advisors sold 142,402 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2018, an estimated $4.75M.
  • Allegis Investment Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2017 and held it in 1 quarter.
  • Allegis Investment Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $4.75M in Q4 2017.
  • 107 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2018.

Based on Allegis Investment Advisors's 13F filing for Q1 2018, filed 24 Apr 2018.