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

Cedar 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
2021
Q3 		$279K Buy
6,050
+434
+8% +$20.5K 0.51% 47
2021
Q2 		$265K Buy
5,616
+1,126
+25% +$53.4K 0.46% 45
2021
Q1 		$205K Buy
+4,490
New +$197K 0.36% 54

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 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 $21.8B AUM 28.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cedar Capital's SPMD Position: Q3 2021 in Review

Cedar Capital increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 7.7% in Q3 2021, buying an estimated $20.5K and bringing the position to 6,050 shares worth $279K. The position accounts for 0.51% of the portfolio, ranked #47.

Cedar Capital first reported a position in SPMD in Q1 2021 and has held it in 3 quarters since. 325 funds tracked by Wall St. Rank hold SPMD as of Q3 2021.

  • Cedar Capital held 6,050 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $279K as of Q3 2021.
  • Cedar Capital bought 434 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q3 2021, an estimated $20.5K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.51% of Cedar Capital's portfolio in Q3 2021, its #47 holding.
  • Cedar Capital first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2021 and has held it in 3 quarters since.
  • 325 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q3 2021.

Based on Cedar Capital's 13F filing for Q3 2021, filed 1 Nov 2021.