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

Altavista Wealth 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
2021 Q4	$334K	Hold	6,715	–	–	0.07%	152
2021 Q3	$310K	Hold	6,715	–	–	0.07%	150
2021 Q2	$317K	Hold	6,715	–	–	0.07%	150
2021 Q1	$307K	Hold	6,715	–	–	0.07%	146
2020 Q4	$271K	Hold	6,715	–	–	0.07%	151
2020 Q3	$219K	Hold	6,715	–	–	0.06%	155
2020 Q2	$210K	Buy	+6,715	New	+$196K	0.06%	165
2020 Q1	–	Sell	-6,715	Closed	-$243K	–	168
2019 Q4	$243K	Hold	6,715	–	–	0.07%	154
2019 Q3	$228K	Hold	6,715	–	–	0.07%	157
2019 Q2	$229K	Hold	6,715	–	–	0.07%	149
2019 Q1	$224K	Buy	+6,715	New	+$219K	0.08%	145

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

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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

RPGK

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

Altavista Wealth Management's SPMD Position: Q4 2021 in Review

Altavista Wealth Management held its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) position steady in Q4 2021 at 6,715 shares worth $334K. The position accounts for 0.07% of the portfolio, ranked #152.

Altavista Wealth Management first reported a position in SPMD in Q1 2019 and has held it in 11 quarters since. 386 funds tracked by Wall St. Rank hold SPMD as of Q4 2021.

Altavista Wealth Management held 6,715 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $334K as of Q4 2021.
Altavista Wealth Management left its State Street SPDR Portfolio S&P 400 Mid Cap ETF share count unchanged in Q4 2021.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.07% of Altavista Wealth Management's portfolio in Q4 2021, its #152 holding.
Altavista Wealth Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2019 and has held it in 11 quarters since.
386 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.