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

Avestar 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
2020 Q4	–	Sell	-7,813	Closed	-$271K	–	278
2020 Q3	$271K	Sell	7,813 -2,334	-23%	-$76.7K	0.09%	173
2020 Q2	$317K	Sell	10,147 -2,479	-20%	-$72.4K	0.14%	131
2020 Q1	$320K	Sell	12,626 -11,355	-47%	-$371K	0.17%	114
2019 Q4	$868K	Sell	23,981 -147	-0.6%	-$5.12K	0.49%	51
2019 Q3	$818K	Buy	24,128 +4,721	+24%	+$159K	0.51%	45
2019 Q2	$635K	Buy	19,407 +3,082	+19%	+$104K	0.4%	47
2019 Q1	$522K	Buy	16,325 +6,173	+61%	+$202K	0.34%	53
2018 Q4	$275K	Buy	+10,152	New	+$331K	0.19%	79

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 $8.42B AUM 14.36% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Morgan Stanley New York $1.66T AUM 25.57% 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 $21.3B AUM 22.13% 1-Year Est. Return

Avestar Capital's SPMD Position: Q4 2020 in Review

Avestar Capital sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2020, closing a stake of 7,813 shares — an estimated $271K sold.

Avestar Capital first reported a position in SPMD in Q4 2018 and held it in 8 quarters. The position peaked at $868K in Q4 2019. 279 funds tracked by Wall St. Rank hold SPMD as of Q4 2020.

Avestar Capital reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q4 2020 after selling out during the quarter.
Avestar Capital sold 7,813 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q4 2020, an estimated $271K.
Avestar Capital first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2018 and held it in 8 quarters.
Avestar Capital's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $868K in Q4 2019.
279 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2020.

Based on Avestar Capital's 13F filing for Q4 2020, filed 1 Feb 2021.