CAS
SPMD icon

Cascadia Advisory Services’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Cascadia Advisory Services’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
2019
Q4 		$289K Buy
+7,977
New +$278K 0.08% 178

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return
NAS
Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
WFPG
Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return
MWPCG
Measured Wealth Private Client Group Portsmouth, New Hampshire $366M AUM 21.68% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Cascadia Advisory Services's SPMD Position: Q4 2019 in Review

Cascadia Advisory Services opened a new position in State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q4 2019: 7,977 shares worth $289K. The stake represents 0.08% of the portfolio and ranks #178 among its holdings.

251 funds tracked by Wall St. Rank hold SPMD as of Q4 2019.

  • Cascadia Advisory Services held 7,977 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $289K as of Q4 2019.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF was a new Cascadia Advisory Services position in Q4 2019.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.08% of Cascadia Advisory Services's portfolio in Q4 2019, its #178 holding.
  • 251 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q4 2019.

Based on Cascadia Advisory Services's 13F filing for Q4 2019, filed 11 Feb 2020.