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

Ameritas Investment Company’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 Q2	–	Sell	-6,921	Closed	-$317K	–	1891
2021 Q1	$317K	Buy	+6,921	New	+$304K	0.03%	452
2020 Q2	–	Sell	-500	Closed	-$12K	–	1422
2020 Q1	$12K	Buy	+500	New	+$16.4K	﹤0.01%	1157
2019 Q4	–	Sell	-188	Closed	-$7K	–	1423
2019 Q3	$7K	Buy	+188	New	+$6.34K	﹤0.01%	1207
2019 Q2	–	Sell	-16,248	Closed	-$542K	–	782
2019 Q1	$542K	Buy	16,248 +14,420	+789%	+$471K	0.1%	162
2018 Q4	$54K	Buy	+1,828	New	+$59.5K	0.01%	561

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 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

RPGK

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

WFPG

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

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

Ameritas Investment Company's SPMD Position: Q2 2021 in Review

Ameritas Investment Company sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q2 2021, closing a stake of 6,921 shares — an estimated $317K sold.

Ameritas Investment Company first reported a position in SPMD in Q4 2018 and held it in 5 quarters. The position peaked at $542K in Q1 2019. 338 funds tracked by Wall St. Rank hold SPMD as of Q2 2021.

Ameritas Investment Company reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q2 2021 after selling out during the quarter.
Ameritas Investment Company sold 6,921 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q2 2021, an estimated $317K.
Ameritas Investment Company first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2018 and held it in 5 quarters.
Ameritas Investment Company's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $542K in Q1 2019.
338 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.